Blockspace: AI News

IREN investors got a great update from management on Thursday, with higher revenue and more ARR coming in 2027. Although there's bumps with the Microsoft deal, IREN is starting to execute on its larger goal of being a neocloud. Meanwhile, Luxor's Kaan ... Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.

The AI trade is officially dead! Charlie and Will join the stream to discuss AI stocks completely unwinding from the all time highs, including numerous double digit drops. Then we discuss IREN, which apparently is struggling to deliver its Horizon site... Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.

The Democratic party just locked in 6 years of control in the Senate and at least 2 years in Congress. Plus, dozens of governorships flipped blue. What does this mean for AI data center stocks like Cipher Digital and IREN? Plus, we cover Riot's big ear... Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.

US midterm elections are tomorrow, and its got big implications for data center stocks we talk about on this show. In particular, the ones with major campuses in Texas, Ohio, New Mexico, and New York (not to mention about 10 other states!). What are we... Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.

Today, Will joins Charlie to discuss the collapse of Intel (falling more than 20%, the worst in four decades), plus the earnings call reactions from Microsoft and Google. Lastly, we touch on Nebius' capex guidance and a recent bullish price target from...

Today, Will covers for Colin who's set sail across the Atlantic on a family trip..enjoy! Meanwhile, we cover IREN's debt raise of $363 million based on its active GPU contracts, Morgan Stanley issuing yet another bullish bet on TeraWulf, Riot, Hut 8, a... Hosted on beehiiv. Read the full Privacy Policy at https://www.beehiiv.com/privacy.

Welcome back to The Blockspace Podcast! Today, we break open Galaxy Digital’s Q3 results, including management commentary that the company passed on a tenant for its 830 MW Helios II data center this past summer. We also cover Meta’s $25B equity raise,...

Welcome back to The Blockspace Podcast! Today, we breakdown Anthropic’s S-1, including the highly publicized – and often misinterpreted – $80.7B loss and Anthropic's $500+ billion in future spending commitments. Lygos Finance CEO Jay Patel joins us to ...

John Carrington, CEO of EROC, which operates onsite natural gas microgrid and backup power systems for critical facilities, joins Blockspace to discuss the race to power AI, why data centers can’t wait for the grid, and how natural gas generation fills...

Welcome back to The Blockspace Podcast! Today, we open with four things to look for in Anthropic’s soon-to-come S-1 filing, which could be public next week. Plus, we cover a bank note on SpaceX that reveals the company is selling compute at much higher...