Blockspace

Blockspace
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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!

  1. -19 h

    Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory

    Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX i...

  2. -1 j

    Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers

    Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury joins us to discuss the comp...

  3. -2 j

    Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup

    Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, Ionic Digital CEO Andy Stewart joins us for a company updat...

  4. -3 j

    Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets

    Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads....

  5. -6 j

    Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango

    Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a local council cancels a zoning vote for the project, and we also cover a Bloomberg report that M...

  6. 30 juill.

    Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition

    Welcome back to The Blockspace Podcast! Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel. For other news, we cover Meta and M...

  7. 29 juill.

    Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets

    Welcome back to The Blockspace Podcast! Ionic Digital went public yesterday, so we cover the former bitcoin miner’s debut and its watershed AI deal with Nscale. For interviews, Empery Digital co-CEO Ryan Lane joins us to discuss why the company has alt...

  8. 28 juill.

    Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center

    Welcome back to The Blockspace Podcast! At the top of the show, we cover Core Scientific’s Q2 earnings and $14B AMD deal, plus Applied Digital’s FY2026 earnings. For other news, we tackle Galaxy Digital’s site acquisition for a 74 MW AI data center and...

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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!

Informations

  • Créateur
    Blockspace
  • Années d’activité
    2024 - 2026
  • Épisodes
    278
  • Classement
    Contenu explicite
  • Copyright
    © 2026 882784
  • Site Web de l’émission
    Blockspace

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