All Episodes

Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius

Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin

SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site

IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising

CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast

Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic

SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet

Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds

AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site

Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop

IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market

OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan

Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site

Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site

Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model

TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab

How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion

Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets

Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter

Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite

TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH

Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal

IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine

CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)

Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI

MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play

AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs

Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along

Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction

Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All

IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV

Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index

Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog

SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale

Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks

IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication

IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap

NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview

IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3

Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote

TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment

Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers

TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings

Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback

Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO

Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe

Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee

An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon

Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures

Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft

CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings

Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines

KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%

Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion

CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings

Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory

Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers

Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup

Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets

Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango

Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition

Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets

Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center

MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump

Inside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock

Nvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty

Etched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street

AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy’s $3.5B Raise

NVDA’s 9.3% NBIS Stake, Jack Mallers Out as XXI Capital CEO, Anthropic's $1.5B Lawsuit Settlement

Hut 8’s $19.6B Beacon Point Deal, IREN’s $2.8B AI Cloud Contracts, Uncle Same Moves on Kimi K3

An Update on TeraWulf’s AI Play and What NY’s Moratorium Actually Means w/ Nazar Khan

HIVE Exec Chair Interview, BTC Mining in South America, Kimi K3, Compute Exchange’s Secondary GPU Market

Why AI Stocks are Crashing, “Is AI Conscious?” Pirate Wires Interview, Soluna’s MSFT Exec Hire

SPCX Falls Below IPO Price, WULF Co-Founder Interview, Nebius Opens AI Stack to 3rd Party Partners

CleanSpark’s $6.6B Sandersville Deal, NY Data Center Moratorium, Keel’s Sherbrooke Land Grab

Meta’s $50B Data Center, Strategy’s $467M MSTR Raise, Native American Tribes are Split on Data Centers

How CCP-Linked Entities Derailed $23.6B in Data Center Projects Across the US

TeraWulf’s $3.5B Raise, Big Digital Energy’s Hood County AI Plans, SK Hynix’s $26.5B Nasdaq Debut

MARA’s $600M Texas Acquisition, PUC/ERCOT’s New Data Center Rules, Hunterbrook’s Bloom Energy Short Report

Why Anthropic Could Be Worth $6T by 2027, Inside CCP-Linked Data Center Pushback, Amazon’s $25B Bond

SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response

WULF’s $19B Anthropic Deal, Strategy Sells $216M in Bitcoin, Keel Hires Data Center Vet as President

IREN’s $700M Executive Comp, Anthropic's AI Chip, NVDA’s Neocloud Revenue Share Model

Trump's $1.4B Crypto Payday and Meta is Entering the AI Cloud Business

US Data Center Share vs. the World, How Stock Values Track GPU Rental Prices, the BIS is Bearish AI

Strategy Opens Door to Sell $1.25B BTC, SpaceX Eyes Mesh Optical, Understanding GPU Financing

What Trump's Quantum Computing Executive Order Actually Means w/ Alex Pruden

SpaceX Bonds Tumble, How Saylor Can Save Strategy, and the 3 Archetypes of Anti-Data Center Activism

Hive’s Boden AI Deal / $100M Note and Galaxy Wins Approval for McGregor AI Site

OpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?

SpaceX’s $20B Bond, Trump’s Quantum Executive Order, CRWV and NBIS Join the Nasdaq 100

How the US Plans to Fast Track Data Centers, STRC Depegs from $100, Hive Signs $220M AI Deal

Applied’s $1.59B Raise, Illinois’s Bitcoin Transaction Tax, Why SaaS Bonds May Be in Trouble

SpaceX Acquires Cursor for $60B, Nvidia Closes $25B Debt Raise, Cipher Hires Former ERCOT Director

Why Anthropic Axed Mythos/Fable 5, IREN Seals 490MW Nostrum Acquisition, EPA Won’t Regulate Data Centers

Inside TeraWulf's Lake Mariner Data Center Construction: "They're Working Around the Clock"

SpaceX’s $2T IPO by the Numbers and Anthropic’s 1 GW Search for Capacity

Retail Piles into SpaceX IPO, Inside TeraWulf’s Lake Mariner AI Site, CoreWeave’s $3.5B Unsecured Note

SpaceX’s $250B IPO Raise, KEEL’s $458M Convertible Note, Hut 8’s $4.25 Senior Note, OpenAI’s 10 GW Datacenter