Welcome back to The Blockspace Podcast! Today, we break down Cipher Digital’s plan to build 2.5 GW of gas pipelines to expedite its data center buildouts, including which sites will most likely benefit from the behind-the-meter generation. We also cover IREN’s latest $2.8B GPU financing round, whether or not the AI bottleneck trade is dead, and Nscale’s reported $103B in contract backlogs ahead of its September IPO. Plus, Senator Bernie Sanders has proposed a cap on AI intelligence to keep it below human IQ.

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.

We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 SB Energy’s IPO plans – with some bankers saying the stock could fetch a $50B valuation despite not yet having an active data center – and dig into the nature of the intertwined financial relationship between SB Energy and its fellow Stargate pioneers, Open AI and NVIDIA. For other news, we cover Google’s 396 MW PPA with geothermal energy startup Fervo and Bitdeer moving one step closer to an AI deal with a $100M land acquisition for its Rockdale 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.

We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for a decision on conditional base load classifications in Batch Zero. For interviews, Neddham analyst John Todaro joins us to discuss AI stocks, and Pirate Wires journalist Jonas Du hops on to discuss his latest feature exposing that the portfolios of the most vociferous anti-data center politicians tell a much different story about how they truly feel about the AI boom.

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.

We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 AI stock update with a specific focus on IREN, CIFR, and HUT. Then, Lygos Finance CEO Jay Patel joins to discuss Strategy’s first BTC buy since June, bitcoin ETF flows, and whether BTC is really trading like a debasement-trade asset. Finally, we cover the Public Utility Commission of Texas’ approval of the state’s first 765 kV transmission line to the Permian Basin – including which data center stocks are likely to benefit – and SpaceX’s move into turbine blade 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.

We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 IREN’s FY2026 earnings, plus interviews with Hive’s Buzz HPC President Craig Tavares, Lygos Finance CEO Jay Patel on Kevin Warsh’s Jackson Hole speech, and investor Ben Pouladian on his takeaways from Hot Chip 2026.

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.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 a TLDR of NVIDIA’s blow-out Q2 earnings, before hopping to Trump’s latest Executive Order on bulk-energy system infrastructure to screen for cybersecurity backdoors in imported goods. We wrap with an interview with Giga Energy Chief Business Officer Matt Prusak, plus the Rainey Center’s latest research on which arguments work best to dispel data center misinformation to win over data center opponents. 

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.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 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 the departure of key personnel from OpenAI this year and Moonshot’s reported talks with hyperscalers for Kimi K3 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.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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, 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’t flashing warning signs yet. Plus, we cover which stocks Needham believes are most exposed to ERCOT’s Batch Zero shakeup, and how Oklahoma voters could upend an industrial property tax exemption law that has been on the books since 1985.

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.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 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 it might lower bills for other ratepayers. Plus, Morgan Stanley thinks we could see a slew of new powered shell agreements in the final months of the year, with its eyes particularly set on Cipher Digital and Riot’s sites in Texas. To close the show, Luxor COO Ethan Vera joins to discuss their successful pilot with Bentao for GPU curtailment, and we wrap with a review of GPU rental prices on DI Metrics. 

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.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

👉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 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 companies to clean up their messaging ahead of midterms as 75% of Americans oppose them. 

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.

👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success.

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

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