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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!

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  • July 17 · 1 hr 8 min

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

    Welcome back to The Blockspace Podcast! Today’s lineup is packed with interview. To start, HIVE Executive Chairman Frank Holmes joins us to discuss the company’s headway on its AI builds across Sweden and Canada, and then Luxor’s Alessandro Cecere hops on to discuss bitcoin mining in South America, and Compute Exchange CEO Carmen Li bookends our show to discuss the company’s new secondary marketplace for used and refurbished GPUs. For news, we cover Xi Jinping's speech on China’s plan to globalize its AI influence and how Kimi K3 shook AI stocks this week. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 16 · 1 hr

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

    Welcome back to The Blockspace Podcast! We open today with a market update, paying attention specifically to the Goldman Sachs High-Beta Momentum Index, which is down 24% month-to-date for the worst route since April 2009. Plus, Pirate Wires’ Brady Dale joins us to wrestle with the question in his eponymous piece on AI consciousness: “Do Bots Have Feelings?” For other news, we cover Soluna’s Microsoft executive hire to lead its AI builds and Arizona pressing pause on data center incentives, like local property tax breaks. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 15 · 1 hr 6 min

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

    Welcome back to The Blockspace Podcast! Today, TeraWulf Co-founder and CTO/COO Nazar Khan joins use to discuss the ramifications of NY’s data center moratorium for the company’s NY campuses, financing for its Anthropic deal, and why it’s selling its Abernathy JV stake. For news, we cover why SpaceX is trading below its IPO price, Nebius new offering allowing partners to access its AI cloud stack, and more.

    • Transcript
  • July 14 · 45 min

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

    Welcome back to The Blockspace Podcast! For our lead story, CleanSpark has signed a 20-year, $6.6 billion deal for its Sandersville, Georgia site, with the tenant also holding exclusivity on CleanSpark’s Texas buildouts. For today’s interview, AnchorWatch Co-founder Becca amilee Rubenfeld joins us to discuss the company’s new multi-institution custody product and whether the CLARITY Act is as good as dead or not. Plus, New York Governor Kathy Hochul just enacted the first-ever state-wide data center moratorium, and Keel receives conditional approval to purchase land in Sherbrooke, Quebec for a 96 MW 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 13 · 56 min

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

    Welcome back to The Blockspace Podcast! Tech stocks are bleeding today, so we kick off today’s stream with a market update to look into what’s spooking the market. Lygos CEO Jay Patel also joins us today to discuss the market’s reaction to Strategy raising $467M from MSTR sales. For news, we cover Meta’s expanding plans for a Richland Parish, Louisiana data center to 5 GW, plus how Native American tribes are split on developing AI data centers. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • July 12 · 21 min

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

    For today's bonus episode, Sam Lyman, head of research at the Bitcoin Policy Institute, joins us to discuss how CCP affiliate Neville Roy Singham, his nonprofits, and the Party for Socialism and Liberation are behind efforts that have forestalled or derailed more then $23.6B worth of data center builds in localities across America. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • July 10 · 1 hr 4 min

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

    Welcome back to The Blockspace Podcast! For our lead story, TeraWulf plans to raise $3.5 billion with a mix of leveraged loans and corporate bonds, according to CFO Patrick Fleurry as reported by Bloomberg. For interviews, we welcome Luxor’s Kaan Farahani to give us a recap of bitcoin mining metrics in June; Big Digital Energy’s Josh Kilgore and Phil Stanley to discuss the company’s activist takeover of Mawson, its rebrand, and AI gameplan; and SATO CEO Romain Nouzareth on their AI data center deal with the Kingdom of Bhutan. To bookend our final show of the week, we cover SK Hynix’s $26.5 billion ADS raise and NASDAQ listing and the FT’s report that Google and OpenAI have been selling AI models to blacklisted Chinese companies via their Singaporean subsidiaries. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 9 · 1 hr 6 min

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

    Welcome back to The Blockspace Podcast! The Texas Public Utilities Commission held a meeting today that will decide just how much data centers pay for grid infrastructure, and we cover MARA’s acquisition of a 1,200 acre site in Texas that could scale up to 2 GW. Plus, we unpack Hunterbrook’s latest report on Bloom Energy, which questions the company’s reliance on a Scandium supply chain dominated by China, and we close on IREN’s Chairman pushing back on criticism against a new stock package for the company’s co-CEOs. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 8 · 1 hr 4 min

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

    Welcome back to The Blockspace Podcast! SemiAnalysis just put out a report on projections for Anthropic’s Q3 earnings, and it forecasts that the company could pull in $1 billion this quarter and be worth as much as $6 trillion by the end of 2027. Plus, Bitcoin Policy Institute Head of Research Sam Lyman joins us to discuss part 2 of BPI’s investigation into CCP-linked Party for Socialism and Liberation’s successful efforts to derail more than $23.6 billion in data center buildouts across the U.S., and Tom Masiero of Sphere3D hops on to discuss the company’s Dark Horse rebrand and AI ambitions. Also, we cover Amazon’s reported $25 billion bond offering, which has caused a selloff in other Mag 7 bonds. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • July 7 · 52 min

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

    Welcome back to The Blockspace Podcast! SpaceX is now part of the Nasdaq 100, the fastest inclusion of any company after the index changed its rules in May. Plus, why Meta’s neocloud pivot is more about hedging their bets than a compute supply surplus, and for today's interview, Project Eleven CTO and co-founder Conor Deegan gives a breakdown of the current state of Bitcoin’s Quantum Computing debate. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 6 · 45 min

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

    Welcome back to The Blockspace Podcast! For our lead story today, TeraWulf has signed a 20 year, $19 billion deal with Anthropic for 401MW of critical IT load at its Hawesville, KY site. Lygos Finance CEO Jay Patel also joins us to discuss Strategy’s $216 million bitcoin sale. Plus, we cover why IREN may profit from Anthropic’s search for 1.4 GW of power in Australia, and Keel Infrastructure’s appointment of Ganesh Aiyer to president. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • July 2 · 43 min

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

    Welcome back to The Blockspace Podcast! Today, we dive into IREN’s new stock awards to its co-CEOs, valued at $700 million at the time of publication, Anthropic reportedly tapping Samsung to build a custom AI chip, and Nvidia standing up a new program to finance neocloud GPU purchases in exchange for revenue sharing. For today’s interview, Jay Patel of Lygos Finance joins us to discuss the cracks showing in tech private credit and whether or not Strategy and Strive are out of the woods after their preferred share selloffs. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • July 1 · 49 min

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

    Welcome back to The Blockspace Podcast! Today, we break down how Trump made roughly $1.4 billion from crypto ventures in 2025 across World Liberty Financial and TRUMP coin, and we cover what Meta’s reportedly moving into the AI cloud business means for neoclouds. Plus, Christopher Gillett joins us to break down his seminal article on why the grid needs a massive overhaul for how it processes large-load interconnections.

  • June 30 · 1 hr 8 min

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

    Welcome back to The Blockspace Podcast! Today, Rob Hamilton of Anchor Watch joins us for a temperature check on the bitcoin market and Strategy’s STRC preferred stock, and Kush Bavaria, CEO of Ornn, hops on to talk about trends in the GPU rental market. For news, we digest IDCA’s report on global data center adoption and the BIS’s annual letter, which touches on AI company valuations and credit risks. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • June 29 · 1 hr 22 min

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

    Welcome back to The Blockspace Podcast! Strategy announced its 5 point capital plan today, which included the potential to sell up to $1.25B bitcoin – and STRC and MSTR surged on the news. Lygos Finance Francis Corvino breaks it down for us on today’s first interview. For news, we cover Elon Musk receiving FTC approval to purchase Optical Mesh Technologies, a laser optics networking company that has been critical to SpaceX’s Starlink, and Bitdeer’s first big AI deal for Tydal, Norway. Ethan Vera of Luxor also joins for a breakdown of GPU and AI financing, and we wrap the show with HIVE’s Aydin Kilic to discuss the company’s Boden, Sweden site acquisition and AI plans. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • June 28 · 19 min

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

    In today's bonus episode, Project Eleven CEO Alex Pruden explains exactly what the White House's new Executive Order on Quantum Computing means for the government's migration to post-quantum cryptography, and how the executive order relates to Bitcoin. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • June 26 · 1 hr 2 min

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

    Welcome back to The Blockspace Podcast! Today, Thomas Braziel, a partner at 117 Partners, joins us to talk about how Strategy can salvage its capital structure given the ensuing crisis with STRC. We also dive into the brutal secondary market debut of SpaceX's $25 billion bond offering, which triggered unexpected paper losses for traders. Finally, we look at the latest Bitcoin hash rate indicators and debunk some of the wildest anti-data center FUD spreading across social media Facebook groups. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

  • June 25 · 1 hr 14 min

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

    Welcome back to The Blockspace Podcast! Today for news, we cover HIVE’s LOI with an “investment-grade Swedish tech company” to serve as tenant for its 32 MW data center in Bode, Sweden, as well as the company’s $100M convertible note sale, and Galaxy Digital’s winning local council approval for a new AI data center in McGregor, Texas. For interviews, Gwart joins us to discuss Strategy (MSTR) and crypto’s identity/existential crisis, and Alejandro De La Torre, the founder of DMND Pool, speaks to the news that DMND has mined the first fully-compatible Stratum V2 Bitcoin block. Finally, we take a look at Strategy’s capital stack and convertible note put schedule in light of STRC and MSTR continuing their historic selloffs. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • June 24 · 1 hr

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

    Welcome back to The Blockspace Podcast! OpenAI dominated headlines today when it announced that it has developed an ASIC chip for AI inference with Broadcom called Jalapeno – and it’s already in use, going from design to tapeout in 9 months. For today’s interview, The Smarter Web Company’s Head of Bitcoin Strategy, Jesse Myers, explains why Strategy’s STRC is trading below its $100 target and why he believes it’s not time to panic. For other news, we cover SpaceX’s $25 billion debt raise – which saw $89 billion in interest – IREN’s tax abatement troubles for an OK data center, and CoreWeave’s latest deployment in Sweden. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
  • June 23 · 1 hr 1 min

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

    Welcome back to The Blockspace Podcast! Today, Alex Pruden, CEO of Project 11 joins us to talk about the White House's latest executive orders on quantum computing. We dive into how these directives impact cybersecurity, the digital asset landscape, and the ongoing efforts to make Bitcoin quantum-resistant. Plus, hosts Colin Harper and Charlie Spears break down SpaceX's $20B bond sale, its new AI deal with Reflections AI, a global data center pact signed by 41 mayors, and Nebius and CoreWeave joining the Nasdaq 100. 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. 👉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. Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining. If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them. BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout. Register here: https://www.energyinvestorsforum.com/ Use code: BSP30

    • Transcript
Showing 81–100 of 342 episodes