Blockspace: AI News

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 SpaceX and Tesla merger could be revealed as early as December. Luxor’s Director of Energy Haley Thomson also joins us to discuss why data centers are not taxing Texas’ grid yet as ERCOT emerges from its tamest summer stretch for power prices in years.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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, plus a report from Gartner that says 80% of the neocloud market will be consolidated into hyperscalers. 

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 cover IREN’s hopes for a second data center in Australia and Keel winning approval for an 80 MW site in Pennsylvania. 

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 target on SpaceX amid its AI cloud business growth and AMD guaranteeing TensorWave’s 222 MW lease for a Fermi data center.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 Inference market for trading AI inference compute.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 after a lack of investor interest, plus how SpaceX’s latest Starlink offering wants to disrupt the cell phone industry.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 stocks from Wells Fargo, Applied Digital’s 1 GW site in Finland, and how hyperscaler negative free cash flow means a slow down to CAPEX could be coming in 2027 and 2028.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 Energy as the bank projects 160 GW of incremental data center demand through 2029, and we cap the show by covering B. Riley’s new model for valuing data center stocks.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 exploring a partnership with TSMC for its Terafab chip foundry, and we unpack the data for how dependent US data centers are on Chinese manufacturing. 

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. solunacomputing.com. 

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.