Blockspace: AI News

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

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 Memphi

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 a

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 PJ

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

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 Cru

Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets

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.co

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 co

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 P

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, Te

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 CoreW

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 M

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

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 revelati

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

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

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

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 dow

Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction

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

Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All

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 class