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Explorez tous les épisodes du podcast Blockspace: AI News
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| Titre | Date | Durée | |
|---|---|---|---|
| Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter | 25 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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 Sep 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... | |||
| IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication | 31 Aug 2026 | 00:55:34 | |
Welcome back to The Blockspace Podcast! Today, we open with an AI stock update with a specific focus on IREN, CIFR, and HUT. Then, Lygos Finance CEO Jay Patel joins to discuss Strategy’s first BTC buy since June, bitcoin ETF flows, and whether BTC is r... | |||
| IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap | 28 Aug 2026 | 01:08:38 | |
Welcome back to The Blockspace Podcast! Today, we cover IREN’s FY2026 earnings, plus interviews with Hive’s Buzz HPC President Craig Tavares, Lygos Finance CEO Jay Patel on Kevin Warsh’s Jackson Hole speech, and investor Ben Pouladian on his takeaways ... | |||
| NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview | 27 Aug 2026 | 01:03:04 | |
Welcome back to The Blockspace Podcast! Today, we open with a TLDR of NVIDIA’s blow-out Q2 earnings, before hopping to Trump’s latest Executive Order on bulk-energy system infrastructure to screen for cybersecurity backdoors in imported goods. We wrap ... | |||
| IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3 | 26 Aug 2026 | 00:59:45 | |
Welcome back to The Blockspace Podcast! Today, we open with investment bank price targets for IREN in anticipation of its earnings tomorrow, and Ornn’s Kush Bavaria joins to discuss their new H100 volatility index. To end the show, we take a look at th... | |||
| Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote | 25 Aug 2026 | 01:18:01 | |
Welcome back to The Blockspace Podcast! Today, Bianco Research Founder Jim Bianco joins for a macro update, where we talk about interest rates in light of the Treasury’s leveled-up buyback program, inflation, and why Bianco thinks the AI CAPEX boom isn... | |||
| TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment | 24 Aug 2026 | 00:53:47 | |
Welcome back to The Blockspace Podcast! Today, we cover TeraWulf’s approval for 482 MW for its Justified data center in Hancock, including how much tax revenue the data center could earn for the county and the state of Kentucky, its job impact, and how... | |||
| Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers | 22 Aug 2026 | 01:00:20 | |
Welcome back to The Blockspace Podcast! Today, we cover Keel Infrastructure’s response to Josh Shapiro’s executive order for data centers and how Citadel has shed part of the book it acquired from Situational Awareness. Plus, the GOP is urging AI compa... | |||
| TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings | 20 Aug 2026 | 01:05:08 | |
Welcome back to The Blockspace Podcast! Today, we give an update on the Texas Public Utilities Commission’s meeting on ERCOT’s new Batch Zero timeline, including what it means for potential base load consideration for Hut 8 and Cipher Digital. For inte... | |||
| Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback | 19 Aug 2026 | 01:29:16 | |
Welcome back to The Blockspace Podcast! Today’s show centers on a single theme: the data center culture war. We open with a deep dive into Pennsylvania governor Josh Shapiro’s new executive order that overhauls the data center approval process in the s... | |||
| Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO | 18 Aug 2026 | 01:11:47 | |
Welcome back to The Blockspace Podcast! Today, we open with a note on Loudon County, the richest county in America which also happens to house 6-8% of all US data centers, from which it will reap $1.4B in property taxes this year. For interviews, we we... | |||
| Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe | 17 Aug 2026 | 01:14:51 | |
Welcome back to The Blockspace Podcast! Today, we unpack Hive’s Q1 FY2027 earnings and take a look at their new $350M, 5-year AI cloud deal. For other interviews, Lygos Finance CEO Jay Patel joins us to break down NVIDIA’s latest backstop for OpenAI’s ... | |||
| Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee | 16 Aug 2026 | 00:25:12 | |
For today's additional bonus episode, we sit down with CoreWeave Co-founder and CDO Brannin McBee to unpack the company's Q2 results, the future of its enterprise AI cloud computing line, $10.4B ARR milestone, and how its 2029 A100 deal is changing the... | |||
| An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon | 16 Aug 2026 | 00:29:10 | |
For today's bonus show, we sit down with Keel CEO Ben Gagnon for an update on Keel's AI lease negotiations, the remaining permitting process for its Panther Creek and Sharon data centers, and what terms the company is seeking for its first AI leases. C... | |||
| Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures | 14 Aug 2026 | 01:28:59 | |
Welcome back to The Blockspace Podcast! Today, we unpack Soluna’s Q2 earnings and welcome the company’s CFO Mike Picchi to discuss the results, plus we cover Hunterbrook’s latest report that Nebius’ infrastructure provider in Vineland, NJ, DataOne, has... | |||
| Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft | 13 Aug 2026 | 01:20:11 | |
Welcome back to The Blockspace Podcast! Today, we have back-to-back interviews with WhiteFiber CEO Sam Tabar and Keel CEO Ben Gagnon, and for news, we cover IREN’s completing the 50 MW phase 1 of its Childress data center for Microsoft and how a tiny r... | |||
| CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings | 12 Aug 2026 | 01:28:10 | |
Welcome back to The Blockspace Podcast! Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat. Check out Dimetrics ( htt... | |||
| Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines | 11 Aug 2026 | 01:11:46 | |
Welcome back to The Blockspace Podcast! For today’s earnings update, we take a look at Riot Platform’s Q2 results, including its recently inked 191 MW, $9.1B deal with a leading AI lab (reportedly Anthropic). We also touch on NVIDIA’s new $500 billion ... | |||
| KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50% | 10 Aug 2026 | 01:11:34 | |
Welcome back to The Blockspace Podcast! For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics, including why he believes rising rates... | |||
| Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion | 09 Aug 2026 | 00:16:44 | |
Welcome back to the Blockspace Podcast! For today's bonus episode, we sit down with Hut 8 CEO Asher Genoot to discuss how Texas' data center audit -- which Gennot described as "extremely smart," praising Governor Greg Abbott for his effort to root out ... | |||
| CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings | 07 Aug 2026 | 01:26:12 | |
Welcome back to The Blockspace Podcast! At the top of today’s show, we recap CleanSpark’s Q3 FY2026 earnings, with some juicy details about the company’s Sandersville AI site build cost and financing route, and we cap the show with MARA’s Q2 earnings i... | |||
| Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory | 06 Aug 2026 | 00:52:18 | |
Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX i... | |||
| Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers | 05 Aug 2026 | 01:21:32 | |
Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury joins us to discuss the comp... | |||
| Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup | 04 Aug 2026 | 01:10:38 | |
Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, Ionic Digital CEO Andy Stewart joins us for a company updat... | |||
| Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets | 03 Aug 2026 | 00:59:33 | |
Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads.... | |||
| Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango | 31 Jul 2026 | 01:16:22 | |
Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a local council cancels a zoning vote for the project, and we also cover a Bloomberg report that M... | |||
| Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition | 30 Jul 2026 | 01:08:09 | |
Welcome back to The Blockspace Podcast! Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel. For other news, we cover Meta and M... | |||
| Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets | 29 Jul 2026 | 01:08:11 | |
Welcome back to The Blockspace Podcast! Ionic Digital went public yesterday, so we cover the former bitcoin miner’s debut and its watershed AI deal with Nscale. For interviews, Empery Digital co-CEO Ryan Lane joins us to discuss why the company has alt... | |||
| Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center | 28 Jul 2026 | 00:58:27 | |
Welcome back to The Blockspace Podcast! At the top of the show, we cover Core Scientific’s Q2 earnings and $14B AMD deal, plus Applied Digital’s FY2026 earnings. For other news, we tackle Galaxy Digital’s site acquisition for a 74 MW AI data center and... | |||
| MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump | 27 Jul 2026 | 00:55:12 | |
Welcome back to The Blockspace Podcast! For our lead story, we cover a lawsuit against MARA that alleges the company didn’t fully pay a French contractor and his affiliates for their work to push through MARA’s acquisition of a controlling stake in Exa... | |||
| Inside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock | 26 Jul 2026 | 00:25:47 | |
Welcome back to The Blockspace Podcast! For today’s bonus show, we have an interview with CleanSpark CBO Harry Sudock, where we dive into CleanSpark’s $6.6B deal for its Sandersville data center, its inaugural tenant’s potential expansion into Texas, a... | |||
| Nvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty | 24 Jul 2026 | 00:53:16 | |
Welcome back to The Blockspace Podcast! For our lead story today, we cover Nvidia, Meta, Microsft, et al.’s open letter in defense of open weight models and whether it will be enough to stanch off regulation that bans these Chinese models in the US. Fo... | |||
| Etched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street | 23 Jul 2026 | 01:14:20 | |
Welcome back to The Blockspace Podcast! For our lead story today, Etched just raised $300M at a $10.3B valuation to scale out the AI ASIC that is at the heart of its high-risk, high-reward business model. For interviews, we sit down with Harry Sudock, ... | |||
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