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Blockspace: AI News: Daily Summaries Delivered
by Blockspace
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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- Today56 min
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...
- Yesterday54 min
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 stoc...
- 2 days ago37 min
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 E...
- 3 days ago37 min
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 explor...
- 6 days ago24 min
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 ( ht...
- 1 weeks ago51 min
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.com/redirect?event=video_description&redir_token=QUZZTVljR2F4Y3hXYVBpbWJtWVowMzRoVTF...
- 1 weeks ago57 min
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...
- 2 weeks ago1h 11m
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 permittin...
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