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!
111episodes
Episodes
Newest firstAll episodes
SpaceX’s $2T IPO by the Numbers and Anthropic’s 1 GW Search for Capacity
Jun 1201:13:49Summary readyWelcome back to The Blockspace Podcast! SpaceX’s historic IPO came and went today, marking a day of firsts that saw the company close the largest IPO ever at a $2 trillion valuation, making its founder Elon Musk the world’s first trillionaire. Nakamoto’s Brandon Bailey joins us to discuss the IPO and the current state of the AI stock market and bitcoin, plus his project Dimetrics, a Bloomberg-esque terminal for the data center space. In other big news, Anthropic has reportedly entered into 12 letters of intent to rent 1 GW+ of data center space for its first-ever self-owned GPU clusters. Check out DI Metrics: https://www.dimetrics.ai/thesis Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. 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.
SummaryRetail Piles into SpaceX IPO, Inside TeraWulf’s Lake Mariner AI Site, CoreWeave’s $3.5B Unsecured Note
Jun 1101:11:45Summary readyWelcome back to The Blockspace Podcast! Retail investors alone have accounted for roughly $75 billion of SpaceX’s IPO round – an amount that SpaceX originally intended to raise before the round became 3x oversubscribed. Plus, for today’s interview, Rich Miller of Data Center Richness gives us an inside-look at the construction of TeraWulf’s AI data center. For other news, we cover CoreWeave’s proposed $3.5 billion senior unsecured note, OpenAI’s crackdown on a CCP anti-data center campaign, and why LLM token prices are dropping while usage surges.
SummarySpaceX’s $250B IPO Raise, KEEL’s $458M Convertible Note, Hut 8’s $4.25 Senior Note, OpenAI’s 10 GW Datacenter
Jun 1001:08:44Summary readyWelcome back to The Blockspace Podcast! Reuters has reported that SpaceX’s IPO round could come in at $250 billion, a 3x oversubscription from the company’s planned $75 billion. Plus, Cormint CEO Jamie McAvity joins us to give an optimistic outlook on bitcoin mining with hashrate stagnant – even as hashprice flirts with all-time lows. For other news, we cover Keel’s $458 million convertible note; Hut 8’s $4.25 billion senior secured note for its Beacon Point data center, the second investment-grade bond for project-level financing for the burgeoning AI firm; Crusoe hitting pause on a proposed 10 GW data center in Wyoming; and OpenAI’s plans for its own 10 GW, $500 billion project in Ohio. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. 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.
SummaryWhat Investors Miss About SpaceX’s IPO, Cipher’s $810M Riase for AWS Site, Applied Digital’s 210 MW AI Deal
Jun 900:58:43Summary readyWelcome back to The Blockspace Podcast! Markets are bleeding, and AI/semiconductor stocks are taking the brunt of the bloodletting, so we open today’s show with a quick stock update from emerging AI factories like $HUT, $IREN, and $KEEL. Plus, we cover why if you’re thinking about SpaceX as a rocketship stock, you’re doing it wrong – the compute tells the real story. For news, we cover pricing for $CIFR’s $810M senior secure notes for its Stingray data center, which is set to host 70 MW of AI load for Amazon, and Applied Digital signing a 210 MW hyperscaler tenant, a deal that pushes its contracted AI revenue to $36 billion. And we end with news on China’s commitment to pour $295 billion into its AI sector over the next 5 years to close the gap with the US’s roaring AI sector. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. 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.
SummaryCIFR & KEEL rip, SpaceX IPO, and Saylor didn’t sell
Jun 801:02:24Summary readyFrancis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI infrastructure boom, featuring Galaxy Digital's market surge and Elon Musk's multi-billion-dollar xAI compute leases with Google and Anthropic. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Hash price hit a new all-time low. * Galaxy Digital stock surged 22% in a morning. * xAI generates $26 billion in annual revenue. * Situational Awareness fund hits $20B AUM. Timestamps: 00:00 Start 02:09 Hashrate forming a bottom? 05:13 KEEL 08:12 Galaxy 11:10 Cipher Digital (CIFR) 14:24 Francis 33:21 Kaan 50:21 Situational Awareness 53:30 Coremint 54:30 SpaceX Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ 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.
SummarySpaceX IPO, Ohio's data center woes, Sphere3D goes public, and Bitcoin Volatility
Jun 400:58:33Summary readyToday, we review SpaceX’s prospectus on rockets and interplanetary life extraterrestrial data centers. Plus, IREN gets a nod from B Riley and Hut 8 is raising a lot of cash for its Beacon Point facility.
SummaryIREN's 800MW in Australia, Zcash bug, and Google upscales to $84b
Jun 300:53:13Summary readyJanusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN’s massive 800MW data center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism. Timestamps: 00:00 Start 02:07 STRC down bad 05:03 IREN back to the AUS 13:37 Zcash bug with Janusz 28:20 Google upsizes deal 31:50 Jeff Park tweet 41:15 Joe Weisenthal thread 46:56 ERCOT & 4CP Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
Summary$GOOG is Raising $80B for AI, Polymarket’s MSTR Debacle, Swan Dismisses Proton Lawsuit
Jun 200:48:09Summary readyWelcome back to The Blockspace Podcast! Bitcoin miner-turned AI stocks are ripping this week, led by $KEEL, $HUT, $HIVE, and $BTDR. We break down the moves in the sector and take a look at Berkshire Hathaway adding $10B to its $GOOG stake as the mag 7 giant seeks $80B for AI efforts. For guests today, AnchorWatch’s Rob Hamilton and Becca Amilee Rubenfeld join us to discuss the bitcoin selloff and the Polymarket contract dispute over Strategy selling bitcoin. To close, we cover the news that Swan is dismissing its lawsuit against former employees, and take a look at Bitdeer breaking ground on a $155 million site in Alberta with on-site natural gas power. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. 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.
SummaryAnthropic's IPO, IREN’s $3.65B GPU Financing, Strategy Sells BTC, DMG’s 50 MW AI Data Center
Jun 101:16:38Summary readyWelcome back to The Blockspace Podcast! Anthropic has filed for an IPO as the public markets race for frontier AI companies heats up. Plus, Strategy just sold bitcoin for the first time since 2022, and Lygos’ Francis Corvino joins to give his take on whether Strategy is losing favor as Strive makes inroads with BTC treasury investors. We also welcome DMG’s Sheldon Bennett and Steve Eliscu to discuss DMG’s flagship, 50 MW AI data center in BC, Canada. And to finish the show, we touch on IREN’s new $3.65B GPU finance deal and a new executive order in Utah to regulate the roll out of AI data centers in the state. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. 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.
SummarySemiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths
May 2901:14:51Summary readyWelcome back to The Blockspace Podcast! Today for our lead story, we cover the latest Nvidia chip smuggling crackdowns in Taiwan, and then we hop into an interview with Udi Wertheimer of Taproot Wizards to discuss the current state of Ethereum, and why one of its chief proponents sold his entire bag of ETH. Then, Haley Thompson, Director of Energy at Luxor, joins us to talk about how the Iran War is impacting energy markets in the U.S.. Plus, we analyze Google's 200MW solar PPA in Oklahoma, concerns with Strategy’s STRC, and debunk the viral criticisms surrounding AI data center water usage. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. 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