Informazioni su questo podcast
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!
Episodi
I 50 episodi più recenti su 347
- Jensen Huang Resigns as NVIDIA CEO. Plus Riot's $28B Corsicana Lease and Nebius' Q3 Earnings · 45 minLygos Finance CEO Jay Patel joins the show after Jensen Huang stepped down as NVIDIA CEO and the stock fell double digits at the open. Patel argues Wall Street is mispricing…
- Did Coreweave Just Save the AI Market? Plus TeraWulf CTO Nazar Khan · 1 h 1 minTeraWulf COO and CTO Naz Khan joins the show after Q3 results that put AI services at 83% of revenue, and the hosts unpack CoreWeave’s guidance raise and reports that Anthropic…
- Inside KEEL Earnings with CEO Ben Gagnon! Plus, Anthropic IPO, MARA Earnings, and a Wet Blanket on IREN · 58 minAnthropic's IPO price is here! Per the Wall Street Journal, Anthropic plans to IPO at around $1.3 trillion. We discuss what this means for the market on the show, and if it might…
- Jensen Scandal, Nebius's Compute Marketplace, and Why SpaceX Could Double? · 37 minNVIDIA is under the microscope after news that CEO Jensen Huang had an affair with Alice Wong, an executive at Megaspeed who has been reported as a suspected CCP operative. The…
- Inside IREN's Earnings ($200M AI Cloud). Plus TeraWulf's Earnings Update & Luxor Tech On Bitcoin Mining · 49 minIREN investors got a great update from management on Thursday, with higher revenue and more ARR coming in 2027. Although there's bumps with the Microsoft deal, IREN is starting…
- IREN Delays? Plus, Adam Sullivan of Core Scientific & KEEL's Earnings Call · 39 minThe AI trade is officially dead! Charlie and Will join the stream to discuss AI stocks completely unwinding from the all time highs, including numerous double digit drops. Then…
- Did the Midterms Just Pop the AI Bubble? Plus HUT 8 & RIOT Earnings & SpaceX Stock Analysis · 56 minThe Democratic party just locked in 6 years of control in the Senate and at least 2 years in Congress. Plus, dozens of governorships flipped blue. What does this mean for AI data…
- Will US Elections Gut AI Stocks? Plus, Cipher Digital's Earnings & SpaceX's Lawsuit · 47 minUS midterm elections are tomorrow, and its got big implications for data center stocks we talk about on this show. In particular, the ones with major campuses in Texas, Ohio, New…
- The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance · 41 minToday, Will joins Charlie to discuss the collapse of Intel (falling more than 20%, the worst in four decades), plus the earnings call reactions from Microsoft and Google. Lastly…
- IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings · 1 h 5 minToday, Will covers for Colin who's set sail across the Atlantic on a family trip..enjoy! Meanwhile, we cover IREN's debt raise of $363 million based on its active GPU contracts…
- Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt · 40 minWelcome back to The Blockspace Podcast! Today, we break open Galaxy Digital’s Q3 results, including management commentary that the company passed on a tenant for its 830 MW…
- Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds · 45 minWelcome back to The Blockspace Podcast! Today, we breakdown Anthropic’s S-1, including the highly publicized – and often misinterpreted – $80.7B loss and Anthropic's $500+…
- Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington · 44 minJohn Carrington, CEO of EROC, which operates onsite natural gas microgrid and backup power systems for critical facilities, joins Blockspace to discuss the race to power AI, why…
- Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius · 48 minWelcome back to The Blockspace Podcast! Today, we open with four things to look for in Anthropic’s soon-to-come S-1 filing, which could be public next week. Plus, we cover a bank…
- Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin · 28 minWelcome back to The Blockspace Podcast! Today, we open with a quick note on Black October, an internet-wide cybersecurity incident where AI swarms are attacking websites through…
- SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site · 51 minWelcome back to The Blockspace Podcast! Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire…
- IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising · 1 h 0 minWelcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full…
- CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast · 54 minWelcome back to The Blockspace Podcast! Today, we open with two bullish investment banker notes on CoreWeave, as both JPMorgan and Wells Fargo remain overweight despite concerns…
- Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic · 52 minWhy is it so hard to secure compute resources? We break down the current supply chain and demand for B300 servers.This panel discussion explores the tightening market for…
- SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet · 52 minWelcome back to The Blockspace Podcast! Today, we open with an investment bank note on CoreWeave and unpack the bull case for the leading neocloud despite doomer takes on its…
- Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds · 51 minWelcome back to The Blockspace Podcast! Today, we take a look at Anthropic’s leaked Q3 financials and what they mean for the company’s IPO valuation could be. We also cover…
- AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site · 56 minWelcome back to The Blockspace Podcast! Today, we take a look at the market bloodletting as many data center stocks plunge into the red YTD, including why the selloff is…
- Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop · 38 minWelcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an…
- IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market · 46 minWelcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI…
- OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan · 44 minWelcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the…
- Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site · 57 minWelcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos that erupted in Memphis this…
- Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site · 55 minWelcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect…
- Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model · 37 minWelcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nuclear capacity across PJM. We…
- TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab · 38 minWelcome back to The Blockspace Podcast! Today, we cover news that TeraWulf has expanded its PPA for Muskie from 500 MW to 1 GW, including what this means about how close WULF has…
- How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion · 25 minWelcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s…
- Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets · 52 minLive from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/ (…
- Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter · 57 minWelcome 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…
- Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite · 1 h 11 minWelcome 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…
- TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH · 56 minWelcome 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…
- Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note · 39 minWelcome 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…
- 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 · 53 minWelcome 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…
- IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine · 44 minWelcome 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…
- CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet) · 47 minWelcome 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…
- Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI · 1 h 1 minWelcome 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…
- MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play · 58 minWelcome 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…
- AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs · 1 h 8 minWelcome 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…
- Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along · 1 h 4 minWelcome 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…
- Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction · 1 h 3 minWelcome 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…
- Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All · 1 h 5 minWelcome 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…
- IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV · 59 minWelcome 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…
- Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index · 56 minWelcome 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…
- Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog · 58 minWelcome 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…
- SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale · 51 minWelcome 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…
- Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks · 1 h 10 minWelcome 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…
- IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication · 56 minWelcome 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…
