Blockspace

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

IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV

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 u

Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index

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 int

Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog

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

SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale

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 havin

Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks

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

IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication

Welcome 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 di

IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap

Welcome back to The Blockspace Podcast! Today, we cover IREN’s FY2026 earnings, plus interviews with Hive’s Buzz HPC President Craig Tavares, Lygos Finance CEO Jay Patel

NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview

Welcome back to The Blockspace Podcast! Today, we open with a TLDR of NVIDIA’s blow-out Q2 earnings, before hopping to Trump’s latest Executive Order on bulk-energy syste

IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3

Welcome back to The Blockspace Podcast! Today, we open with investment bank price targets for IREN in anticipation of its earnings tomorrow, and Ornn’s Kush Bavaria joins

Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote

Welcome back to The Blockspace Podcast! Today, Bianco Research Founder Jim Bianco joins for a macro update, where we talk about interest rates in light of the Treasury’s

TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment

Welcome back to The Blockspace Podcast! Today, we cover TeraWulf’s approval for 482 MW for its Justified data center in Hancock, including how much tax revenue the data c

Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers

Welcome back to The Blockspace Podcast! Today, we cover Keel Infrastructure’s response to Josh Shapiro’s executive order for data centers and how Citadel has shed part of