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PODCAST

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!

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All Episodes

24:51

How SpaceX Hit $121B in AI Cloud Deals. Plus,...

Blockspace: AI News ·

2026/10/02

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 ( ht...

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51:37

Anthropic's IPO Analysis, Cipher's Site Extension &...

Blockspace: AI News ·

2026/09/30

Live from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/ ( https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljR2F4Y3hXYVBpbWJtWVowMzRoVTF...

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57:02

Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s...

Blockspace: AI News ·

2026/09/25

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...

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71:01

Oracle’s $165B Project Jupiter Delay, SemiAnalysis’...

Blockspace: AI News ·

2026/09/24

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 permittin...

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54:38

TLSA is SPCX’s Key to the AI Race, Another Look at...

Blockspace: AI News ·

2026/09/23

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 lates...

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38:59

Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes...

Blockspace: AI News ·

2026/09/22

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 ...

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53:00

Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW...

Blockspace: AI News ·

2026/09/21

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 ...

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44:08

IREN and CIFR Price Targets, Anthropic and OpenAI...

Blockspace: AI News ·

2026/09/18

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 I...

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47:05

CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for...

Blockspace: AI News ·

2026/09/17

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 a...

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61:59

Cipher Digital Stock Price and Batch Zero Update, How...

Blockspace: AI News ·

2026/09/16

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 an...

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58:00

MARA Stock Price and Batch Zero Update, Crusoe’s...

Blockspace: AI News ·

2026/09/15

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. P...

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68:15

AI Stocks Tumble, Frontier Lab CEOs Call for AI...

Blockspace: AI News ·

2026/09/14

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 w...

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64:19

Hut 8 Stock Price Update, Fluidstack Taps Pentagon...

Blockspace: AI News ·

2026/09/11

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 reporte...

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63:57

Cipher Digital, Core Scientific, Ionic Digital Batch...

Blockspace: AI News ·

2026/09/10

Welcome 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 designations. We also cover how SpaceX is rehauling its data center construc...

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65:46

Galaxy Digital and CleanSpark Batch Zero Approvals,...

Blockspace: AI News ·

2026/09/09

Welcome 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 classification under ERCOT’s Batch Zero. For interviews, Acre Security CEO Kumar Sokka ...

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59:12

IREN Stock Price Update and Batch Zero Approval,...

Blockspace: AI News ·

2026/09/08

Welcome 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 significantly, particularly those likely to have received favorable approvals fo...

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55:33

Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero...

Blockspace: AI News ·

2026/09/04

Welcome 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, Luxor’s Kaan Farahani joins to discuss their latest addition to Hashrate ...

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58:08

Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU...

Blockspace: AI News ·

2026/09/03

Welcome 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 will most likely benefit from the behind-the-meter generation. We also cove...

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50:44

SB Energy IPO Analysis, Google Taps 396MW of...

Blockspace: AI News ·

2026/09/02

Welcome 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 active data center – and dig into the nature of the intertwined financial rel...

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70:38

Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero...

Blockspace: AI News ·

2026/09/01

Welcome 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 missing yesterday’s deadline for a decision on conditional base load clas...

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539 results

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