Blockspace: AI News

Episodes

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  Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington 24.10.2026 44m

  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...
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  Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius 23.10.2026 47m

  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...
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  Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin 22.10.2026 28m

  Welcome back to The Blockspace Podcast! Today, we open with a quick note on Black October, an internet-wide cybersecurity incident where AI swarms are attacking websites through a vulnerability in the PHP programming language. For news, we also cover M...
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  SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site 21.10.2026 50m

  Welcome back to The Blockspace Podcast! Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire to break down their new JV with Applied Digital for a 50 MW site in Texas...
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  IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising 20.10.2026 1h

  Welcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full networking rewiring for the build. Plus, an interview with independent jou...
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  CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast 19.10.2026 53m

  Welcome back to The Blockspace Podcast! Today, we open with two bullish investment banker notes on CoreWeave, as both JPMorgan and Wells Fargo remain overweight despite concerns over financing. Lygos Finance CEO Jay Patel also joins us to discuss wheth...
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  Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic 18.10.2026 51m

  Why is it so hard to secure compute resources? We break down the current supply chain and demand for B300 servers.This panel discussion explores the tightening market for high-end hardware and the reality of acquiring compute resources in the current c...
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  SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet 16.10.2026 52m

  Welcome back to The Blockspace Podcast! Today, we open with an investment bank note on CoreWeave and unpack the bull case for the leading neocloud despite doomer takes on its debt load. We also cover Tesla’s roadster demo, plus forecasts that say a Spa...
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  Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds 15.10.2026 50m

  Welcome back to The Blockspace Podcast! Today, we take a look at Anthropic’s leaked Q3 financials and what they mean for the company’s IPO valuation could be. We also cover Rosenblatt’s buy rating on Nebius and why the bank favors it over CoreWeave, pl...
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  AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site 14.10.2026 55m

  Welcome back to The Blockspace Podcast! Today, we take a look at the market bloodletting as many data center stocks plunge into the red YTD, including why the selloff is happening now as debt spreads blow out for CoreWeave, Oracle, and Meta. We also co...
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  Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop 13.10.2026 37m

  Welcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an older convertible note, and we also touch on Goldman Sach’s bullish price ...
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  IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market 12.10.2026 46m

  Welcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI inference chips with Maia 300, and the launch of Architect’s Liquid Inferen...
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  OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan 09.10.2026 44m

  Welcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the numbers incorrectly. We also cover why Firmus is scrapping its $5.5B IPO a...
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  Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site 08.10.2026 56m

  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...
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  Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site 07.10.2026 54m

  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...
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  Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model 06.10.2026 37m

  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...
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  TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab 05.10.2026 37m

  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...
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  How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion 02.10.2026 24m

  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...
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  Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets 30.09.2026 51m

  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...
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  Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter 25.09.2026 57m

  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...