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!
107episodes
Episodes
Newest firstAll episodes
SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response
Jul 700:52:25Summary readyWelcome 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
SummaryWULF’s $19B Anthropic Deal, Strategy Sells $216M in Bitcoin, Keel Hires Data Center Vet as President
Jul 600:45:44Summary readyWelcome 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
SummaryIREN’s $700M Executive Comp, Anthropic's AI Chip, NVDA’s Neocloud Revenue Share Model
Jul 200:43:34Summary readyWelcome 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
SummaryTrump's $1.4B Crypto Payday and Meta is Entering the AI Cloud Business
Jul 100:49:23Summary readyWelcome 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.
SummaryUS Data Center Share vs. the World, How Stock Values Track GPU Rental Prices, the BIS is Bearish AI
Jun 3001:08:13Summary readyWelcome 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
SummaryStrategy Opens Door to Sell $1.25B BTC, SpaceX Eyes Mesh Optical, Understanding GPU Financing
Jun 2901:22:46Summary readyWelcome 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
SummaryWhat Trump's Quantum Computing Executive Order Actually Means w/ Alex Pruden
Jun 2800:19:25Summary readyIn 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
SummarySpaceX Bonds Tumble, How Saylor Can Save Strategy, and the 3 Archetypes of Anti-Data Center Activism
Jun 2601:02:52Summary readyWelcome 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
SummaryHive’s Boden AI Deal / $100M Note and Galaxy Wins Approval for McGregor AI Site
Jun 2501:14:41Summary readyWelcome 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
SummaryOpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?
Jun 2401:00:14Summary readyWelcome 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
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