Podcast
Blockspace
Hosted by Blockspace · EN
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!
106episodes
Episodes
Newest firstAll episodes
Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines
Today01:11:46Summary readyWelcome 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 financing program for neoclouds and data center operators, and ERCOT’s request to the Texas PUC to move deadlines for Batch Zero approval to make room for Governor Abbott’s data center audit. And for today’s interview, AnchorWatch CEO Rob Hamilton discusses frustrations with using ChatGPT and Anthropic for code audits in the wake of the Coldcard hack, and why he believes such cybersecurity stonewalling presents an existential risk to American progress. 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.
SummaryKEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%
Yesterday01:11:34Summary readyWelcome 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 and low BTC vol make for a bullish setup for bitcoin and how the Treasury’s yen intervention could impact global markets. To cap off the show, we cover FactSet’s latest earnings insights report that reveals that, so far into earnings season, the S&P 500’s earnings growth rate is 50.4%, on pace for the highest rate since Q2 2021. 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.
SummaryHut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion
2d ago00:16:44Summary readyWelcome 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 phantom load -- for Batch Zero will impact the AI infrastructure company. Plus, we go over Hut 8's qualitative Q2 results, how Hut 8 will approach future financing for its data center builds, and where it will focus its efforts for future expansion. 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.
SummaryCleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings
4d ago01:26:12Summary readyWelcome 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 in which they revealed they are close to signing their first AI deal. For interviews, Luxor’s Kaan Farahani joins to break down bitcoin mining metrics for July, Nakamoto’s Brandon Bailey hops on to break down key trends from earnings season, and Hut 8 CEO Asher Genoot dives into the company’s Q2 earnings and future AI development 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.
SummaryInvestment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory
5d ago00:52:18Summary readyWelcome 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 is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas, and Anthropic finally confirms that it’s building an AI inference chip. 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.
SummaryGalaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers
6d ago01:21:32Summary readyWelcome 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 company’s financing strategy for its multiple AI sites. And to cap the show, we dig into SpaceX’s Q2 earnings and its partnership with NVIDIA to place data centers in space. 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.
SummaryCipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup
1w ago01:10:38Summary readyWelcome 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 update following its direct listing on the Nasdaq in July, where we dig into the company’s AI lease with Nscale and its future expansion plans. For other news, we cover Bitdeer’s first AI colocation deal (and why Anthropic could be a counterparty), how an audit is delaying ERCOT’s Batch Zero, and IREN closing its acquisition of Mirantis. 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.
SummaryEarnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets
1w ago00:59:33Summary readyWelcome 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. For interviews, Fortitude Mining CFO Erik Ellingson discusses the company’s Zcash mining strategy and analyst/investor Ben Pouladian comes with questions about AMD’s latest chip. 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.
SummaryHut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango
2w ago01:16:22Summary readyWelcome 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 Moonshot’s Kimi K3 AI model was trained on 20,000 H200s from Alibaba. For interviews, Luxor’s Michael San Miguel covers trends in the GPU secondary market, Lygos Finance’s Co-founder Matt Black joins to debrief us on a Coldcard hack that has resulted in the theft of 1,000+ BTC, and Compute Exchange CEO Carmen Li shares insights into GPU forward markets. 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.
SummarySituational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition
2w ago01:08:09Summary readyWelcome 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 Microsoft's quarterly earnings, TeraWulf receiving the greenlight from FERC to acquire a Morgantown, Maryland energy plant, and Morgan Stanley’s note on how 65 GW in Texas could be classified as base load for ERCOT’s Batch Zero review. For today’s interview, Bitcoin Policy Institute’s Zack Shapiro breaks down the intersection of law and AI. 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.
Summary