NewsTech NewsBusinessInvesting

Blockspace: AI News

Blockspace

Covering powered land, AI infra, Wall Street ratings, local data center politics, operational updates, executive interviews. Join Colin and Charlie to understand what's happening in data centers!

Play

Open in

342 episodes
daily
Avg 48 min
English

Episodes 342

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

Yesterday · 38 min
IREN Delays? Plus, Adam Sullivan of Core Scientific & KEEL's Earnings Call
The AI trade is officially dead! Charlie and Will join the stream to discuss AI stocks completely unwinding from the all time highs, including numerous double digit drops. Then we discuss IREN, which apparently is struggling to deliver its Horizon sites to Microsoft. Is there something there, or is this a nothing burger? Adam Sullivan, CEO of Core Scientific (NASDAQ: CORZ) joins the show next to discuss earnings. Lastly, we hit on KEEL Infra (NASDAQ: KEEL) earnings call, which showed no new leases and decreasing revenue going into 2027. Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉 Luxor Technologies: Blockspace’s preferred mining pool. Start hashing today with Luxor! https://luxor.tech/ 👉Lygos Finance: Borrow against your Bitcoin, without compromising on custody! https://www.lygos.finance Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
- Transcript
Wednesday · 55 min
Did the Midterms Just Pop the AI Bubble? Plus HUT 8 & RIOT Earnings & SpaceX Stock Analysis
The Democratic party just locked in 6 years of control in the Senate and at least 2 years in Congress. Plus, dozens of governorships flipped blue. What does this mean for AI data center stocks like Cipher Digital and IREN? Plus, we cover Riot's big earnings release announcement (hint: Anthropic) and Hut 8 selling Bitcoin to buy its own shares. Lastly, Anni Sen joins the show to discuss SpaceX: what does a blue wave in Texas mean for the data center (I mean rocket) company? Blockspace covers AI infrastructure including names like CoreWeave, IREN, Nebius and former bitcoin miners moving into AI cloud, data center power constraints, and what public investors should watch next. Check out our daily show wherever you watch podcasts! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉 https://luxor.tech/ Blockspace’s preferred mining pool. Start hashing today with Luxor! 👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
- Transcript
Monday · 47 min
Will US Elections Gut AI Stocks? Plus, Cipher Digital's Earnings & SpaceX's Lawsuit
US midterm elections are tomorrow, and its got big implications for data center stocks we talk about on this show. In particular, the ones with major campuses in Texas, Ohio, New Mexico, and New York (not to mention about 10 other states!). What are we to make of this? Plus, Cipher Digital's earnings call gave investors reason for continued patience as they build out the future of the business. Lastly, Charlie breaks down the latest in SpaceX news with a lawsuit from the NAACP concerning its Memphis, Tennessee sites. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
- Transcript
October 30 · 41 min
The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance
Today, Will joins Charlie to discuss the collapse of Intel (falling more than 20%, the worst in four decades), plus the earnings call reactions from Microsoft and Google. Lastly, we touch on Nebius' capex guidance and a recent bullish price target from Bank of America. Be sure to subscribe to the show on your podcast player of choice! Subscribe to our newsletter to receive updates for all of our shows and content. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 28 · 1 hr 5 min
IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings
Today, Will covers for Colin who's set sail across the Atlantic on a family trip..enjoy! Meanwhile, we cover IREN's debt raise of $363 million based on its active GPU contracts, Morgan Stanley issuing yet another bullish bet on TeraWulf, Riot, Hut 8, and many other powershell providers. Lastly, we hit on SK Hynix, the once the core of the AI memory trade before last summer's bloodbath, during back into the picture with record earnings. Compute's daily live show | 1P EST every weekday Blockspace covers AI infrastructure including names like CoreWeave, IREN, Nebius and former bitcoin miners moving into AI cloud, data center power constraints, and what public investors should watch next. Check out our daily show wherever you watch podcasts! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 https://luxor.tech/ Blockspace’s preferred mining pool. Start hashing today with Luxor! 👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
- Transcript
October 27 · 40 min
Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt
Welcome back to The Blockspace Podcast! Today, we break open Galaxy Digital’s Q3 results, including management commentary that the company passed on a tenant for its 830 MW Helios II data center this past summer. We also cover Meta’s $25B equity raise, the largest ever for a tech company, and we take a look at Goldman Sach’s latest note on CoreWeave, where the bank estimates the neocloud will rack up $100B in debt by 2028. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 27 · 44 min
Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds
Welcome back to The Blockspace Podcast! Today, we breakdown Anthropic’s S-1, including the highly publicized – and often misinterpreted – $80.7B loss and Anthropic's $500+ billion in future spending commitments. Lygos Finance CEO Jay Patel joins us to digest those numbers (and more), and we cap the show with Elon Musk’s latest take about the fate of neoclouds. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 24 · 44 min
Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington
John Carrington, CEO of EROC, which operates onsite natural gas microgrid and backup power systems for critical facilities, joins Blockspace to discuss the race to power AI, why data centers can’t wait for the grid, and how natural gas generation fills the gap. We dig into EROC’s $1.7 billion contracted backlog, its work with Meta and Anthropic, and what it takes to scale alongside AI demand. Subscribe for daily coverage of the compute economy, and tell us in the comments what you think about the future of large-scale AI sites. Website: https://blockspace.media Free daily newsletter: https://newsletter.blockspacemedia.com SPONSORS: 👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 luxor.tech Blockspace’s preferred mining pool. Start hashing today with Luxor! 👉 www.lygos.finance Borrow against your Bitcoin, without compromising on custody. Blockspace: Blockspace is the daily show covering the intersection of Wall Street, energy, and AI infrastructure. We track data-center development, powered land, public equities, financing, company announcements, bank research, Bitcoin mining, and the race for compute. The information presented by Blockspace is for informational purposes only and should not be considered financial advice. Subscribe for daily coverage of the compute economy, and tell us in the comments what you think about the future of wind-powered data sites. #AI #DataCenters #Energy #Stocks
- Transcript
October 23 · 47 min
Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius
Welcome back to The Blockspace Podcast! Today, we open with four things to look for in Anthropic’s soon-to-come S-1 filing, which could be public next week. Plus, we cover a bank note on SpaceX that reveals the company is selling compute at much higher rates than competitors, and we cap the show with a breakdown of CoreWeave and Nebius’ debt loads and financial metrics. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 22 · 28 min
Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin
Welcome back to The Blockspace Podcast! Today, we open with a quick note on Black October, an internet-wide cybersecurity incident where AI swarms are attacking websites through a vulnerability in the PHP programming language. For news, we also cover Meta’s Q3 earnings and Jensen Huang’s remarks at NVIDIA’s GTC Berlin conference. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 21 · 50 min
SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site
Welcome back to The Blockspace Podcast! Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire to break down their new JV with Applied Digital for a 50 MW site in Texas for ChronoScale. To cap the show, we break down SpaceX’s Q3 earnings, including Elon Musk’s moonshot aspirations to hit $500B - $1T in ARR next year with 20 GW of compute. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 20 · 1 hr
IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising
Welcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full networking rewiring for the build. Plus, an interview with independent journalist Aaron Renn on the quasi-governmental entities that broker deals with data centers to attract them to their states, and how these opaque deals give ammo to data center NIMBYs. For our final segment, Needham analyst John Todaro joins to discuss his latest research note, which examines how rising CAPEX and financing costs are weighing on data center stock prices. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 19 · 53 min
CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast
Welcome back to The Blockspace Podcast! Today, we open with two bullish investment banker notes on CoreWeave, as both JPMorgan and Wells Fargo remain overweight despite concerns over financing. Lygos Finance CEO Jay Patel also joins us to discuss whether these financing fears are overblown, and we cap the show with SemiAnalysis’ 50 GW data center buildout forecast for 2027. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 18 · 51 min
Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic
Why is it so hard to secure compute resources? We break down the current supply chain and demand for B300 servers. This panel discussion explores the tightening market for high-end hardware and the reality of acquiring compute resources in the current cycle. We examine the specific bottlenecks facing providers and why the demand for B300 servers is outpacing current availability. Understanding the limitations of modern AI infrastructure is essential for anyone tracking the compute economy. We discuss the complexities of sourcing hardware and the ongoing struggles with data center capacity that are preventing companies from scaling as quickly as planned. Watch the full Blockspace show on our YouTube channel and subscribe for daily coverage of AI infrastructure, data centers, energy, Bitcoin mining, and the public companies building the compute economy. Podcast Players: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1NQIkiC... All podcast players: https://plinkhq.com/i/1729672815 Website: https://blockspace.media Free daily newsletter: https://newsletter.blockspacemedia.com 👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉 https://luxor.tech/ Blockspace’s preferred mining pool. Start hashing today with Luxor! 👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody. ABOUT BLOCKSPACE Blockspace is the daily show covering the intersection of Wall Street, energy, and AI infrastructure. We track data-center development, powered land, public equities, financing, company announcements, bank research, Bitcoin mining, and the race for compute. The information presented by Blockspace is for informational purposes only and should not be considered financial advice. Subscribe for daily coverage of the compute economy, and let us know in the comments if you think the current server shortage will persist through next year. #AI #DataCenters #Energy #Stocks
- Transcript
October 16 · 52 min
SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet
Welcome back to The Blockspace Podcast! Today, we open with an investment bank note on CoreWeave and unpack the bull case for the leading neocloud despite doomer takes on its debt load. We also cover Tesla’s roadster demo, plus forecasts that say a SpaceX and Tesla merger could be revealed as early as December. Luxor’s Director of Energy Haley Thomson also joins us to discuss why data centers are not taxing Texas’ grid yet as ERCOT emerges from its tamest summer stretch for power prices in years. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 15 · 50 min
Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds
Welcome back to The Blockspace Podcast! Today, we take a look at Anthropic’s leaked Q3 financials and what they mean for the company’s IPO valuation could be. We also cover Rosenblatt’s buy rating on Nebius and why the bank favors it over CoreWeave, plus a report from Gartner that says 80% of the neocloud market will be consolidated into hyperscalers. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 14 · 55 min
AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site
Welcome back to The Blockspace Podcast! Today, we take a look at the market bloodletting as many data center stocks plunge into the red YTD, including why the selloff is happening now as debt spreads blow out for CoreWeave, Oracle, and Meta. We also cover IREN’s hopes for a second data center in Australia and Keel winning approval for an 80 MW site in Pennsylvania. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 13 · 37 min
Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop
Welcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an older convertible note, and we also touch on Goldman Sach’s bullish price target on SpaceX amid its AI cloud business growth and AMD guaranteeing TensorWave’s 222 MW lease for a Fermi data center. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 12 · 46 min
IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
Welcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI inference chips with Maia 300, and the launch of Architect’s Liquid Inference market for trading AI inference compute. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript
October 9 · 44 min
OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan
Welcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the numbers incorrectly. We also cover why Firmus is scrapping its $5.5B IPO after a lack of investor interest, plus how SpaceX’s latest Starlink offering wants to disrupt the cell phone industry. 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. 👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
- Transcript

Showing 1–20 of 342 episodes