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Explorez tous les épisodes du podcast Blockspace: AI News
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| Titre | Date | Durée | |
|---|---|---|---|
| SpaceX-Tesla Merger Talks Advance. Plus Anthropic's $1.4T IPO and Hyperbolic's CEO | 13 nov. 2026 | 00:41:55 | |
Bloomberg reported that SpaceX and Tesla merger talks are moving forward, with an announcement possible as soon as December. The deal would be SpaceX buying Tesla, creating a nearly $3.5 trillion company — by far the largest merger in history — though ... | |||
| Jensen Huang Resigns as NVIDIA CEO. Plus Riot's $28B Corsicana Lease and Nebius' Q3 Earnings | 12 nov. 2026 | 00:45:22 | |
Lygos Finance CEO Jay Patel joins the show after Jensen Huang stepped down as NVIDIA CEO and the stock fell double digits at the open. Patel argues Wall Street is mispricing Jensen's role, that existing neocloud deals should hold, and that the harder q...
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| Did Coreweave Just Save the AI Market? Plus TeraWulf CTO Nazar Khan | 11 nov. 2026 | 01:01:35 | |
TeraWulf COO and CTO Naz Khan joins the show after Q3 results that put AI services at 83% of revenue, and the hosts unpack CoreWeave’s guidance raise and reports that Anthropic may walk from its SpaceX compute deal. Khan walks through the final stretch...
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| Inside KEEL Earnings with CEO Ben Gagnon! Plus, Anthropic IPO, MARA Earnings, and a Wet Blanket on IREN | 10 nov. 2026 | 00:57:43 | |
Anthropic's IPO price is here! Per the Wall Street Journal, Anthropic plans to IPO at around $1.3 trillion. We discuss what this means for the market on the show, and if it might be too pricey.For our headliner today, we have Ben Gagnon of KEEL Infra o...
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| Jensen Scandal, Nebius's Compute Marketplace, and Why SpaceX Could Double? | 09 nov. 2026 | 00:36:31 | |
NVIDIA is under the microscope after news that CEO Jensen Huang had an affair with Alice Wong, an executive at Megaspeed who has been reported as a suspected CCP operative. The company's board has launched an independent investigation, and the stock is... | |||
| Inside IREN's Earnings ($200M AI Cloud). Plus TeraWulf's Earnings Update & Luxor Tech On Bitcoin Mining | 06 nov. 2026 | 00:48:51 | |
IREN investors got a great update from management on Thursday, with higher revenue and more ARR coming in 2027. Although there's bumps with the Microsoft deal, IREN is starting to execute on its larger goal of being a neocloud. Meanwhile, Luxor's Kaan ...
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| IREN Delays? Plus, Adam Sullivan of Core Scientific & KEEL's Earnings Call | 05 nov. 2026 | 00:38:42 | |
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 site...
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| Did the Midterms Just Pop the AI Bubble? Plus HUT 8 & RIOT Earnings & SpaceX Stock Analysis | 04 nov. 2026 | 00:55:53 | |
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 ear...
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| Will US Elections Gut AI Stocks? Plus, Cipher Digital's Earnings & SpaceX's Lawsuit | 02 nov. 2026 | 00:47:21 | |
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...
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| The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance | 30 oct. 2026 | 00:41:18 | |
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... | |||
| IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings | 28 oct. 2026 | 01:05:48 | |
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, a...
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| Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt | 27 oct. 2026 | 00:40:19 | |
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,... | |||
| Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds | 27 oct. 2026 | 00:44:59 | |
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 ... | |||
| Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington | 24 oct. 2026 | 00:44:14 | |
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... | |||
| Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius | 23 oct. 2026 | 00:47:50 | |
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... | |||
| Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin | 22 oct. 2026 | 00:28:12 | |
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 M... | |||
| SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site | 21 oct. 2026 | 00:50:41 | |
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... | |||
| IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising | 20 oct. 2026 | 01:00:38 | |
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 jou... | |||
| CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast | 19 oct. 2026 | 00:53:36 | |
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 wheth... | |||
| Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic | 18 oct. 2026 | 00:51:44 | |
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 c... | |||
| SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet | 16 oct. 2026 | 00:52:12 | |
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 Spa... | |||
| Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds | 15 oct. 2026 | 00:50:44 | |
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, pl... | |||
| AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site | 14 oct. 2026 | 00:55:46 | |
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 co... | |||
| Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop | 13 oct. 2026 | 00:37:48 | |
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 ... | |||
| IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market | 12 oct. 2026 | 00:46:27 | |
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 Inferen... | |||
| OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan | 09 oct. 2026 | 00:44:18 | |
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 a... | |||
| Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site | 08 oct. 2026 | 00:56:47 | |
Welcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos that erupted in Memphis this week during a city council hearing for SpaceX’s Colossus data center. Check... | |||
| Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site | 07 oct. 2026 | 00:54:48 | |
Welcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect the AI CAPEX boom. We also cover the five buy ratings for powered shell stoc... | |||
| Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model | 06 oct. 2026 | 00:37:04 | |
Welcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nuclear capacity across PJM. We also cover a new Morgan Stanley note that makes the bullish case for Bloom E... | |||
| TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab | 05 oct. 2026 | 00:37:50 | |
Welcome back to The Blockspace Podcast! Today, we cover news that TeraWulf has expanded its PPA for Muskie from 500 MW to 1 GW, including what this means about how close WULF has come to a deal for the site. Plus, we cover reports that SpaceX is explor... | |||
| How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion | 02 oct. 2026 | 00:24:51 | |
Welcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s plans for two $2.4B sites as part of Project Hyper. Check out Dimetrics ( ht... | |||
| Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets | 30 sept. 2026 | 00:51:37 | |
Live from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/ ( https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljR2F4Y3hXYVBpbWJtWVowMzRoVTF... | |||
| Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter | 25 sept. 2026 | 00:57:02 | |
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... | |||
| Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite | 24 sept. 2026 | 01:11:01 | |
Welcome back to The Blockspace Podcast! Oracle has sent a force majeure notice to the developer of Project Jupiter, a $165B data center project in New Mexico as part of Project Stargate, as the site’s development continues to be restrained by permittin... | |||
| TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH | 23 sept. 2026 | 00:55:35 | |
Welcome back to The Blockspace Podcast! Morgan Stanley just put a $300 price target on SpaceX, arguing that the company’s real edge is AI – and how its sister company, Tesla, makes that edge particularly sharp. We also take a look at Nic Carter’s lates... | |||
| Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note | 22 sept. 2026 | 00:38:59 | |
Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with ... | |||
| 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 | 21 sept. 2026 | 00:53:00 | |
Welcome back to The Blockspace Podcast! Stocks are ripping, so we open today with a stock price update on Hut 8, Galaxy Digital, IREN, and others. From there, we unpack Morgan Stanley’s latest AI stock report, where the bank forecasts a 34% deficit in ... | |||
| IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine | 18 sept. 2026 | 00:44:08 | |
Welcome back to The Blockspace Podcast! Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher, and we close with a note on how the wars in I... | |||
| CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet) | 17 sept. 2026 | 00:47:05 | |
Welcome back to The Blockspace Podcast! CleanSpark rose 6% in early trading hours today on news that it inked its $6.6B Sandersville AI deal with Meta, the first revelation of the site’s tenant, who also holds exclusivity rights to CleanSpark’s Sealy a... | |||
| Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI | 16 sept. 2026 | 01:01:59 | |
Welcome back to The Blockspace Podcast! Cipher Digital surged today on clarification of its Batch Zero classifications, which includes 1,100 MW of base load and 2,100 MW of studied load. We also dive into how the Fed’s rate hike will impact neocloud an... | |||
| MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play | 15 sept. 2026 | 00:58:00 | |
Welcome back to The Blockspace Podcast! Today, we open with a stock price update for MARA following its Batch Zero base load and studied load classifications, and we also cover Soluna’s additional base load classification for its 100 MW Dorothy site. P... | |||
| AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs | 14 sept. 2026 | 01:08:15 | |
Welcome back to The Blockspace Podcast! Today, we look at the winners – and mostly losers – from today’s AI stock sell off as the market reacts to top AI lab CEOs calling for a slowdown to the pace of frontier lab development. On that note, we unpack w... | |||
| Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along | 11 sept. 2026 | 01:04:19 | |
Welcome back to The Blockspace Podcast! Today, we look at why Hut 8 is leading a rally in powered shells following its Batch Zero approval, wondering if investors see downstream benefits for Hut 8 from our second news topic, where Fluidstack is reporte... | |||
| Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction | 10 sept. 2026 | 01:03:57 | |
Welcome back to The Blockspace Podcast! Today, we open with a stock update, focusing on Cipher Digital, Core Scientific, and Ionic Digital’s announcements for their Batch Zero designations. We also cover how SpaceX is rehauling its data center construc... | |||
| Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All | 09 sept. 2026 | 01:05:46 | |
Welcome back to The Blockspace Podcast! Today, we open with a stock update, focusing on Galaxy Digital and CleanSpark’s announcements for base load and studied load classification under ERCOT’s Batch Zero. For interviews, Acre Security CEO Kumar Sokka ... | |||
| IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV | 08 sept. 2026 | 00:59:12 | |
Welcome back to The Blockspace Podcast! Today, we open with a stock update – data center and AI stocks are ripping, and IREN, CIFR, CLSK, WULF, HUT, MARA, and other are up significantly, particularly those likely to have received favorable approvals fo... | |||
| Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index | 04 sept. 2026 | 00:55:33 | |
Welcome back to The Blockspace Podcast! Today, we cover Crusoe’s $13B deal with Jane Street as the trading firm builds out its AI cloud business for internal use. For interviews, Luxor’s Kaan Farahani joins to discuss their latest addition to Hashrate ... | |||
| Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog | 03 sept. 2026 | 00:58:08 | |
Welcome back to The Blockspace Podcast! Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter generation. We also cove... | |||
| SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale | 02 sept. 2026 | 00:50:44 | |
Welcome back to The Blockspace Podcast! Today, we break down SB Energy’s IPO plans – with some bankers saying the stock could fetch a $50B valuation despite not yet having an active data center – and dig into the nature of the intertwined financial rel... | |||
| Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks | 01 sept. 2026 | 01:10:38 | |
Welcome back to The Blockspace Podcast! Today, we open with Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for a decision on conditional base load clas... | |||
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