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

Welcome back to The Blockspace Podcast! At the top of the show, we cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack, which brings the Barber Lake site’s contracted revenue to $9B. Then, Dark Horse CEO Joel Block joins the show to discuss the opportunities for sub-50 MW inference clusters in light of OpenAI and Anthropic's search for 20-30 MW sites. And we cap off the show with a breakdown of Nscale’s $30-35B IPO and the WSJ’s reporting that Oracle doesn’t have an exit clause baked into its lease for the $165B Project Jupiter. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content. We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.