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
Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets
2w ago01:08:11Summary readyWelcome 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 altered its BTC treasury strategy to invest in data centers, and Ben Pouladian joins to discuss the memory stock trade and share the bull case for Bloom Energy. And we cap off today’s stream with a newsflash segment, covering Galaxy Digital’s closing its $3.5B senior secured note round and Needham’s latest price targets for Core Scientific and Applied Digital. 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.
SummaryCore Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center
2w ago00:58:27Summary readyWelcome 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 Meta and BlackRock’s $14B deal for an AI data center, and we round out the show by interviewing Anchor Watch CEO Rob Hamilton on open-weight models. 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.
SummaryMARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump
2w ago00:55:12Summary readyWelcome 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 Exaion, the data center subsidiary of France’s nationalized energy firm, EDF. We also have Lygos Finance CEO Jay Patel on to discuss quivers in the stock market – including Google losing 9% last week despite smashing revenue expectations. For other news, we look into a WSJ report that says Nvidia is considering backstopping OpenAI’s 10 GW Ohio data center deal with SB Energy to the tune of $250 billion and Chinese memory company CXMT’s IPO which briefly made it the most valuable company in the Chinese market. 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.
SummaryInside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock
2w ago00:25:47Summary readyWelcome 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, and the company’s future plans for other AI sites. 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.
SummaryNvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty
3w ago00:53:16Summary readyWelcome 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. For other news, we break down Galaxy Digital’s pricing for its $3.5B senior secured note; Diode Ventures pulling its plans for a TX data center after the firm failed to comply with new development standards; and provide an update on GPU rental prices, data center moratoria, and stock prices on DI Metrics. 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.
SummaryEtched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street
3w ago01:14:20Summary readyWelcome 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, the CBO of CleanSpark, to discuss the company’s Sandersville AI deal, the deal’s LOI for CleanSpark’s sites in Texas, and where they plan to build next; and Lygos Finance CEO Jay Patel joins us to discuss the latest shakeup at Twenty One Capital with Jack Mallers departure, plus whether or not Strategy is actually solving the confidence issue that has shaken MSTR and STRC. For our final news item, we breakdown Fluidstack’s proposed data center in Okmulgee, OK for Jane Street and why community pushback could hold up the project. 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: https://newsletter.blockspacemedia.com 👉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.
SummaryAMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy’s $3.5B Raise
3w ago00:39:53Summary readyWelcome back to The Blockspace Podcast! For our lead story today, AMD and Anthropic are teaming up for a 2 GW AI rollout that includes AMD investing $5 billion in Anthropic. For other news, we cover OpenAI reportedly planning to spend $750 billion on compute through 2030, Galaxy Digital opening a $3.5 billion senior secured note raise, and Ionic Digital’s plans to debut on the Nasdaq on July 28. 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
SummaryNVDA’s 9.3% NBIS Stake, Jack Mallers Out as XXI Capital CEO, Anthropic's $1.5B Lawsuit Settlement
3w ago00:48:22Summary readyWelcome back to The Blockspace Podcast! Nvidia disclosed a 9.3% stake in Nebius this week, so we open the show by taking a look at Nvidia’s stake in other key AI companies. Plus, Anchorage Digital’s Head of Research David Lawant joins us to discuss bitcoin’s recovery and whether the bottom is in. For other news, we break down Jack Mallers stepping down as CEO of XXI Capital and Strike backing out of Tether’s proposed merger of XXI Capital, Elektron, and Strike; Anthropic settling a copyright lawsuit by paying authors and publishers $1.5 billion, and Greenidge Generation’s rebrand to Vulcan Infrastructure and Power and its $39.4 million PIPE raise for an AI pivot. 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
SummaryHut 8’s $19.6B Beacon Point Deal, IREN’s $2.8B AI Cloud Contracts, Uncle Same Moves on Kimi K3
3w ago00:50:16Summary readyWelcome back to The Blockspace Podcast! AI stocks are ripping, so we open today’s show with a market segment, including Q2 earnings and revenue forecasts from FactSet. For new, we cover Hut 8’s $19.6B deal that fills out the capacity for its Beacon Point site, IREN signing $2.8B in AI cloud deals with multiple partners, and why Kimi K3 has the White House mulling over a crackdown on Chinese 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. 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
SummaryAn Update on TeraWulf’s AI Play and What NY’s Moratorium Actually Means w/ Nazar Khan
3w ago00:30:49Summary readyWelcome back to The Blockspace Podcast! For today’s bonus episode, an interview with TeraWulf Co-Founder and CTO/COO Nazar Khan, where we cover TeraWulf’s Anthropic deal, the sale of the Abernathy JV, and what NY’s data center moratorium means for TeraWulf’s future in the Empire State. 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
Summary