What Investors Miss About SpaceX’s IPO, Cipher’s $810M Riase for AWS Site, Applied Digital’s 210 MW AI Deal
Welcome back to The Blockspace Podcast! Markets are bleeding, and AI/semiconductor stocks are taking the brunt of the bloodletting, so we open today’s show with a quick stock update from emerging AI factories like $HUT, $IREN, and $KEEL. Plus, we cover why if you’re thinking about SpaceX as a rocketship stock, you’re doing it wrong – the compute tells the real story. For news, we cover pricing for $CIFR’s $810M senior secure notes for its Stingray data center, which is set to host 70 MW of AI load for Amazon, and Applied Digital signing a 210 MW hyperscaler tenant, a deal that pushes its contracted AI revenue to $36 billion. And we end with news on China’s commitment to pour $295 billion into its AI sector over the next 5 years to close the gap with the US’s roaring AI sector. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Subscribe to our newsletter to receive updates for all of our shows and content. 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.