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. há 17 h

    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 to discuss their new H100 volatility index. To end the show, we take a look at th...

  2. há 1 dia

    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 leveled-up buyback program, inflation, and why Bianco thinks the AI CAPEX boom isn...

  3. há 2 dias

    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 center could earn for the county and the state of Kentucky, its job impact, and how...

  4. há 4 dias

    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 the book it acquired from Situational Awareness. Plus, the GOP is urging AI compa...

  5. há 6 dias

    TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings

    Welcome back to The Blockspace Podcast! Today, we give an update on the Texas Public Utilities Commission’s meeting on ERCOT’s new Batch Zero timeline, including what it means for potential base load consideration for Hut 8 and Cipher Digital. For inte...

  6. 19 de ago.

    Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback

    Welcome back to The Blockspace Podcast! Today’s show centers on a single theme: the data center culture war. We open with a deep dive into Pennsylvania governor Josh Shapiro’s new executive order that overhauls the data center approval process in the s...

  7. 18 de ago.

    Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO

    Welcome back to The Blockspace Podcast! Today, we open with a note on Loudon County, the richest county in America which also happens to house 6-8% of all US data centers, from which it will reap $1.4B in property taxes this year. For interviews, we we...

  8. 17 de ago.

    Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe

    Welcome back to The Blockspace Podcast! Today, we unpack Hive’s Q1 FY2027 earnings and take a look at their new $350M, 5-year AI cloud deal. For other interviews, Lygos Finance CEO Jay Patel joins us to break down NVIDIA’s latest backstop for OpenAI’s ...

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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!

Informações

  • Criado por
    Blockspace
  • Anos de atividade
    2024 - 2026
  • Episódios
    295
  • Classificação
    Livre
  • Copyright
    © 2026 882784
  • Site do podcast
    Blockspace

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