Blockspace: AI & Bitcoin
505 episodes — Page 1 of 11
Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers
Aug 22, 20261h 0m
TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings
Aug 20, 20261h 5m
Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback
Aug 19, 20261h 29m
Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO
Aug 18, 20261h 11m
Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe
Aug 17, 20261h 14m
An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon
Aug 16, 202629 min
Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee
Aug 16, 202625 min
Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures
Aug 14, 20261h 28m
Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft
Aug 13, 20261h 20m
CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings
Aug 12, 20261h 28m
Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines
Aug 11, 20261h 11m
KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%
Aug 10, 20261h 11m
Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion
Aug 9, 202616 min
CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings
Aug 7, 20261h 26m
Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory
Aug 6, 202652 min
Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers
Aug 5, 20261h 21m
Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup
Aug 4, 20261h 10m
Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets
Aug 3, 202659 min
Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango
Jul 31, 20261h 16m
Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition
Jul 30, 20261h 8m
Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets
Jul 29, 20261h 8m
Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center
Jul 28, 202658 min
MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump
Jul 27, 202655 min
Inside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock
Jul 26, 202625 min
Nvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty
Jul 24, 202653 min
Etched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street
Jul 23, 20261h 14m
AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy’s $3.5B Raise
Jul 22, 202639 min
NVDA’s 9.3% NBIS Stake, Jack Mallers Out as XXI Capital CEO, Anthropic's $1.5B Lawsuit Settlement
Jul 21, 202648 min
Hut 8’s $19.6B Beacon Point Deal, IREN’s $2.8B AI Cloud Contracts, Uncle Same Moves on Kimi K3
Jul 20, 202650 min
An Update on TeraWulf’s AI Play and What NY’s Moratorium Actually Means w/ Nazar Khan
Jul 19, 202630 min
HIVE Exec Chair Interview, BTC Mining in South America, Kimi K3, Compute Exchange’s Secondary GPU Market
Jul 17, 20261h 8m
Why AI Stocks are Crashing, “Is AI Conscious?” Pirate Wires Interview, Soluna’s MSFT Exec Hire
Jul 16, 20261h 0m
SPCX Falls Below IPO Price, WULF Co-Founder Interview, Nebius Opens AI Stack to 3rd Party Partners
Jul 15, 20261h 6m
CleanSpark’s $6.6B Sandersville Deal, NY Data Center Moratorium, Keel’s Sherbrooke Land Grab
Jul 14, 202645 min
Meta’s $50B Data Center, Strategy’s $467M MSTR Raise, Native American Tribes are Split on Data Centers
Jul 13, 202656 min
How CCP-Linked Entities Derailed $23.6B in Data Center Projects Across the US
Jul 12, 202621 min
TeraWulf’s $3.5B Raise, Big Digital Energy’s Hood County AI Plans, SK Hynix’s $26.5B Nasdaq Debut
Jul 10, 20261h 4m
MARA’s $600M Texas Acquisition, PUC/ERCOT’s New Data Center Rules, Hunterbrook’s Bloom Energy Short Report
Jul 9, 20261h 6m
Why Anthropic Could Be Worth $6T by 2027, Inside CCP-Linked Data Center Pushback, Amazon’s $25B Bond
Jul 8, 20261h 4m
SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response
Jul 7, 202652 min
WULF’s $19B Anthropic Deal, Strategy Sells $216M in Bitcoin, Keel Hires Data Center Vet as President
Jul 6, 202645 min
IREN’s $700M Executive Comp, Anthropic's AI Chip, NVDA’s Neocloud Revenue Share Model
Jul 2, 202643 min
Trump's $1.4B Crypto Payday and Meta is Entering the AI Cloud Business
Jul 1, 202649 min
US Data Center Share vs. the World, How Stock Values Track GPU Rental Prices, the BIS is Bearish AI
Jun 30, 20261h 8m
Strategy Opens Door to Sell $1.25B BTC, SpaceX Eyes Mesh Optical, Understanding GPU Financing
Jun 29, 20261h 22m
What Trump's Quantum Computing Executive Order Actually Means w/ Alex Pruden
Jun 28, 202619 min
SpaceX Bonds Tumble, How Saylor Can Save Strategy, and the 3 Archetypes of Anti-Data Center Activism
Jun 26, 20261h 2m
Hive’s Boden AI Deal / $100M Note and Galaxy Wins Approval for McGregor AI Site
Jun 25, 20261h 14m
OpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?
Jun 24, 20261h 0m
SpaceX’s $20B Bond, Trump’s Quantum Executive Order, CRWV and NBIS Join the Nasdaq 100
Jun 23, 20261h 1m