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Blockspace: Daily Summaries Delivered
by Blockspace Media
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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The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago44 min
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 I...
- 3 days ago47 min
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 a...
- 4 days ago1h 1m
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 an...
- 5 days ago58 min
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. P...
- 6 days ago1h 8m
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 w...
- 1 weeks ago1h 4m
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 reporte...
- 1 weeks ago1h 3m
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 Zero designations. We also cover how SpaceX is rehauling its data center construc...
- 1 weeks ago1h 5m
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 classification under ERCOT’s Batch Zero. For interviews, Acre Security CEO Kumar Sokka ...
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