Blockspace: AI News
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!
Inside KEEL Earnings with CEO Ben Gagnon! Plus, Anthropic IPO, MARA Earnings, and a Wet Blanket on IREN
Anthropic'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 be too pricey.
For our headliner today, we have Ben Gagnon of KEEL Infra on the show to discuss their Q3 2026 Earnings. Why have they not signed a deal yet, and what's to come for the AI/HPC firm?
Lastly, we hit on MARA's Q3 2026 earnings call which covers its Bitcoin sale, growth into AI/HPC, and not much else. Is it a...
Jensen Scandal, Nebius's Compute Marketplace, and Why SpaceX Could Double?
NVIDIA 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 company's board has launched an independent investigation, and the stock is down about 4% as investors weigh key-man risk and whether any secrets were compromised. Meanwhile, Ornn CEO Kush Bavaria joins the show to explain why NeoCloud stocks like Nebius are getting hammered even as GPU rental rates climb, and what the difference between spot, on-demand, and take-or-pay contracts means for investors.
Lastly, we break do...
Inside IREN's Earnings ($200M AI Cloud). Plus TeraWulf's Earnings Update & Luxor Tech On Bitcoin Mining
IREN 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 to execute on its larger goal of being a neocloud. Meanwhile, Luxor's Kaan Farahani joins the show to talk about Bitcoin mining in Texas, season changes from weather, and pricing future mining activity.
Lastly, we break down what happened in TeraWulf's earnings update this morning, which showed $700 million in ARR in 2027, plus execution on its Lake Mariner site. Plus, they got that Google backstop!
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IREN Delays? Plus, Adam Sullivan of Core Scientific & KEEL's Earnings Call
The 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 we discuss IREN, which apparently is struggling to deliver its Horizon sites to Microsoft. Is there something there, or is this a nothing burger?
Adam Sullivan, CEO of Core Scientific (NASDAQ: CORZ) joins the show next to discuss earnings. Lastly, we hit on KEEL Infra (NASDAQ: KEEL) earnings call, which showed no new leases and decreasing revenue going into 2027.
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Did the Midterms Just Pop the AI Bubble? Plus HUT 8 & RIOT Earnings & SpaceX Stock Analysis
The 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 center stocks like Cipher Digital and IREN? Plus, we cover Riot's big earnings release announcement (hint: Anthropic) and Hut 8 selling Bitcoin to buy its own shares.
Lastly, Anni Sen joins the show to discuss SpaceX: what does a blue wave in Texas mean for the data center (I mean rocket) company?
Blockspace covers AI infrastructure including names like CoreWeave, IREN, Nebius and...
Will US Elections Gut AI Stocks? Plus, Cipher Digital's Earnings & SpaceX's Lawsuit
US 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 Mexico, and New York (not to mention about 10 other states!). What are we to make of this? Plus, Cipher Digital's earnings call gave investors reason for continued patience as they build out the future of the business. Lastly, Charlie breaks down the latest in SpaceX news with a lawsuit from the NAACP concerning its Memphis, Tennessee sites.
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The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance
Today, 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, we touch on Nebius' capex guidance and a recent bullish price target from Bank of America.
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👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power...
IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings
Today, 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, Morgan Stanley issuing yet another bullish bet on TeraWulf, Riot, Hut 8, and many other powershell providers. Lastly, we hit on SK Hynix, the once the core of the AI memory trade before last summer's bloodbath, during back into the picture with record earnings.
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Blockspace covers AI infrastructure including names like CoreWeave, IREN, Nebius and former bitcoin miners...
Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt
Welcome 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 Helios II data center this past summer. We also cover Meta’s $25B equity raise, the largest ever for a tech company, and we take a look at Goldman Sach’s latest note on CoreWeave, where the bank estimates the neocloud will rack up $100B in debt by 2028.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices...
Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds
Welcome 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+ billion in future spending commitments. Lygos Finance CEO Jay Patel joins us to digest those numbers (and more), and we cap the show with Elon Musk’s latest take about the fate of neoclouds.
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.
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Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington
John 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 data centers can’t wait for the grid, and how natural gas generation fills the gap.
We dig into EROC’s $1.7 billion contracted backlog, its work with Meta and Anthropic, and what it takes to scale alongside AI demand.
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Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius
Welcome 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 note on SpaceX that reveals the company is selling compute at much higher rates than competitors, and we cap the show with a breakdown of CoreWeave and Nebius’ debt loads and financial 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 p...
Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin
Welcome 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 a vulnerability in the PHP programming language. For news, we also cover Meta’s Q3 earnings and Jensen Huang’s remarks at NVIDIA’s GTC Berlin conference.
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SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site
Welcome 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 to break down their new JV with Applied Digital for a 50 MW site in Texas for ChronoScale. To cap the show, we break down SpaceX’s Q3 earnings, including Elon Musk’s moonshot aspirations to hit $500B - $1T in ARR next year with 20 GW of compute.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU renta...
IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising
Welcome 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 networking rewiring for the build. Plus, an interview with independent journalist Aaron Renn on the quasi-governmental entities that broker deals with data centers to attract them to their states, and how these opaque deals give ammo to data center NIMBYs. For our final segment, Needham analyst John Todaro joins to discuss his latest research note, which examines how rising CAPEX and financing costs are weighing on data center stock pr...
CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast
Welcome 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 over financing. Lygos Finance CEO Jay Patel also joins us to discuss whether these financing fears are overblown, and we cap the show with SemiAnalysis’ 50 GW data center buildout forecast for 2027.
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Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic
Why 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 high-end hardware and the reality of acquiring compute resources in the current cycle. We examine the specific bottlenecks facing providers and why the demand for B300 servers is outpacing current availability.
Understanding the limitations of modern AI infrastructure is essential for anyone tracking the compute economy. We discuss the complexities of sourcing hardware and the ongoing struggles with data center capacity that are preventing companies from...
SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet
Welcome 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 debt load. We also cover Tesla’s roadster demo, plus forecasts that say a SpaceX and Tesla merger could be revealed as early as December. Luxor’s Director of Energy Haley Thomson also joins us to discuss why data centers are not taxing Texas’ grid yet as ERCOT emerges from its tamest summer stretch for power prices in years.
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Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds
Welcome 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 Rosenblatt’s buy rating on Nebius and why the bank favors it over CoreWeave, plus a report from Gartner that says 80% of the neocloud market will be consolidated into hyperscalers.
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.<...
AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site
Welcome 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 happening now as debt spreads blow out for CoreWeave, Oracle, and Meta. We also cover IREN’s hopes for a second data center in Australia and Keel winning approval for an 80 MW site in Pennsylvania.
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...
Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop
Welcome 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 older convertible note, and we also touch on Goldman Sach’s bullish price target on SpaceX amid its AI cloud business growth and AMD guaranteeing TensorWave’s 222 MW lease for a Fermi data center.
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 d...
IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
Welcome 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 inference chips with Maia 300, and the launch of Architect’s Liquid Inference market for trading AI inference compute.
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.
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OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan
Welcome 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 numbers incorrectly. We also cover why Firmus is scrapping its $5.5B IPO after a lack of investor interest, plus how SpaceX’s latest Starlink offering wants to disrupt the cell phone industry.
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 powerfu...
Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site
Welcome 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 week during a city council hearing for SpaceX’s Colossus data center.
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.
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Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
Welcome 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 the AI CAPEX boom. We also cover the five buy ratings for powered shell stocks from Wells Fargo, Applied Digital’s 1 GW site in Finland, and how hyperscaler negative free cash flow means a slow down to CAPEX could be coming in 2027 and 2028.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data cent...
Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model
Welcome 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 also cover a new Morgan Stanley note that makes the bullish case for Bloom Energy as the bank projects 160 GW of incremental data center demand through 2029, and we cap the show by covering B. Riley’s new model for valuing data center stocks.
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 pushba...
TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab
Welcome 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 come to a deal for the site. Plus, we cover reports that SpaceX is exploring a partnership with TSMC for its Terafab chip foundry, and we unpack the data for how dependent US data centers are on Chinese manufacturing.
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 mor...
How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion
Welcome 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 plans for two $2.4B sites as part of Project Hyper.
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.
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Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets
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Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter
Welcome 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 revenue to $9B. Then, Dark Horse CEO Joel Block joins the show to discuss the opportunities for sub-50 MW inference clusters in light of OpenAI and Anthropic's search for 20-30 MW sites. And we cap off the show with a breakdown of Nscale’s $30-35B IPO and the WSJ’s reporting that Oracle doesn’t have an exit clause baked into its lease for the $165B Project Jupiter.
Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite
Welcome 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 Stargate, as the site’s development continues to be restrained by permitting delays. We also welcome Teej Ragsdale, the cofounder and CEO of data center intelligence firm Raad, to catch a demo of the company’s thermal drone footage for Cipher’s Black Pearl data center for Amazon. We also cover SemiAnalysis’ latest ClusterMAX ratings for neoclouds and cap the podcast with an interview with Luxor Cofounder and CEO Nick...
TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH
Welcome 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, makes that edge particularly sharp. We also take a look at Nic Carter’s latest research on data center noise, sit down with Cato Institute Director of Energy and Environmental Policy Studies Travis Fisher to discuss why private grids are the solution to AI’s energy deficit, and cover Nebius raising on-demand GPU rental rates as GPU hour prices hit all-time highs.
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Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note
Welcome 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 Nebius. Also, Texas is pumping the breaks on data centers even more with a freeze to environmental and resource permitting until Greg Abbott’s audit concludes in December. For other news, we give an update on CoreWeave’s contracted capacity and CleanSpark closing a securded notes round for $2.267 billion.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks...
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
Welcome 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 Stanley’s latest AI stock report, where the bank forecasts a 34% deficit in available power through 2028 as GPU advancements outpace power supply in the US. Plus, Jay Patel of Lygos Finance joins us to discuss the Fed’s rate hike and what it means for BTC, and we cover Amazon Web Services blocking Meta’s Muse AI agent and why NewEra surged 30% today on news of its 207 MW Vista PPA.<...
IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine
Welcome 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 forecasts for IREN and Cipher, and we close with a note on how the wars in Iran and Ukraine are taking down data centers in the Middle East and Kyiv.
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.
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CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)
Welcome 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 the site’s tenant, who also holds exclusivity rights to CleanSpark’s Sealy and Brazoria, TX sites. We also cover how OpenAI is closing the gap with Anthropic as the two frontier labs race to public markets, Rune’s $40M raise to bring modular, containerized data centers to solar farms, and SemiAnalysis’ latest research that shows moratoriums have done little to slow the data center buildout in the US.
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Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI
Welcome 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 studied load. We also dive into how the Fed’s rate hike will impact neocloud and powered shell providers, the latest shots fired by tech CEOs in the war to pause or advance AI, and Apple’s reported move into a commercial AI inference server line.
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 pushba...
MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play
Welcome 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 Soluna’s additional base load classification for its 100 MW Dorothy site. Plus, we take a look at Crusoe’s deal with Perplexity AI and its plans for a new switchgear factory in Tulsa, OK, and Damsker Report author Alexandra Damsker joins to make the case for why she believes CoreWeave is overvalued, resulting in a spirited back-and-forth over CoreWeave’s actual business model, economics, and debt. Finally, we close on Met...
AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs
Welcome 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 slowdown to the pace of frontier lab development. On that note, we unpack why Anthropic CEO Dario Amodei is calling to “pace the frontier,” what that actually means, and the reaction from other leading CEOs and President Trump. We also cover why Oracle Executive Director Larry Ellison is pulling the plug on a sale of 50 million ORCL shares, and we interview Lygos Finance CEO Jay Patel on t...
Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along
Welcome 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 benefits for Hut 8 from our second news topic, where Fluidstack is reportedly in talks to tap a $5B loan from the Pentagon under its new data center supply chain debt program. For today’s interview, Data Center Richness journalist Rich Miller joins to discuss how data center M&A is heating up, and we close the show on Anthropic’s bombshell report that Moonshot was routing Kimi inference traffic through Clau...
