Blockspace: AI & Bitcoin

Welcome back to The Blockspace Podcast! For our lead story today, we cover Nvidia, Meta, Microsft, et al.’s open letter in defense of open weight models and whether it will be enough to stanch off regulation that bans these Chinese models in the US. Fo...

Welcome back to The Blockspace Podcast! For our lead story today, Etched just raised $300M at a $10.3B valuation to scale out the AI ASIC that is at the heart of its high-risk, high-reward business model. For interviews, we sit down with Harry Sudock, ...

Welcome back to The Blockspace Podcast! For our lead story today, AMD and Anthropic are teaming up for a 2 GW AI rollout that includes AMD investing $5 billion in Anthropic. For other news, we cover OpenAI reportedly planning to spend $750 billion on c...

Welcome back to The Blockspace Podcast! Nvidia disclosed a 9.3% stake in Nebius this week, so we open the show by taking a look at Nvidia’s stake in other key AI companies. Plus, Anchorage Digital’s Head of Research David Lawant joins us to discuss bit...

Welcome back to The Blockspace Podcast! AI stocks are ripping, so we open today’s show with a market segment, including Q2 earnings and revenue forecasts from FactSet. For new, we cover Hut 8’s $19.6B deal that fills out the capacity for its Beacon Poi...

Welcome back to The Blockspace Podcast! For today’s bonus episode, an interview with TeraWulf Co-Founder and CTO/COO Nazar Khan, where we cover TeraWulf’s Anthropic deal, the sale of the Abernathy JV, and what NY’s data center moratorium means for Tera...

Welcome back to The Blockspace Podcast! Today’s lineup is packed with interview. To start, HIVE Executive Chairman Frank Holmes joins us to discuss the company’s headway on its AI builds across Sweden and Canada, and then Luxor’s Alessandro Cecere hops...

Welcome back to The Blockspace Podcast! We open today with a market update, paying attention specifically to the Goldman Sachs High-Beta Momentum Index, which is down 24% month-to-date for the worst route since April 2009. Plus, Pirate Wires’ Brady Dal...

Welcome back to The Blockspace Podcast! Today, TeraWulf Co-founder and CTO/COO Nazar Khan joins use to discuss the ramifications of NY’s data center moratorium for the company’s NY campuses, financing for its Anthropic deal, and why it’s selling its Ab...

Welcome back to The Blockspace Podcast! For our lead story, CleanSpark has signed a 20-year, $6.6 billion deal for its Sandersville, Georgia site, with the tenant also holding exclusivity on CleanSpark’s Texas buildouts. For today’s interview, AnchorWa...

Welcome back to The Blockspace Podcast! Tech stocks are bleeding today, so we kick off today’s stream with a market update to look into what’s spooking the market. Lygos CEO Jay Patel also joins us today to discuss the market’s reaction to Strategy rai...

For today's bonus episode, Sam Lyman, head of research at the Bitcoin Policy Institute, joins us to discuss how CCP affiliate Neville Roy Singham, his nonprofits, and the Party for Socialism and Liberation are behind efforts that have forestalled or de...

Welcome back to The Blockspace Podcast! For our lead story, TeraWulf plans to raise $3.5 billion with a mix of leveraged loans and corporate bonds, according to CFO Patrick Fleurry as reported by Bloomberg. For interviews, we welcome Luxor’s Kaan Farah...

Welcome back to The Blockspace Podcast! The Texas Public Utilities Commission held a meeting today that will decide just how much data centers pay for grid infrastructure, and we cover MARA’s acquisition of a 1,200 acre site in Texas that could scale u...

Welcome back to The Blockspace Podcast! SemiAnalysis just put out a report on projections for Anthropic’s Q3 earnings, and it forecasts that the company could pull in $1 billion this quarter and be worth as much as $6 trillion by the end of 2027. Plus,...

Welcome back to The Blockspace Podcast! SpaceX is now part of the Nasdaq 100, the fastest inclusion of any company after the index changed its rules in May. Plus, why Meta’s neocloud pivot is more about hedging their bets than a compute supply surplus,...

Welcome back to The Blockspace Podcast! For our lead story today, TeraWulf has signed a 20 year, $19 billion deal with Anthropic for 401MW of critical IT load at its Hawesville, KY site. Lygos Finance CEO Jay Patel also joins us to discuss Strategy’s $...

Welcome back to The Blockspace Podcast! Today, we dive into IREN’s new stock awards to its co-CEOs, valued at $700 million at the time of publication, Anthropic reportedly tapping Samsung to build a custom AI chip, and Nvidia standing up a new program ...

Welcome back to The Blockspace Podcast! Today, we break down how Trump made roughly $1.4 billion from crypto ventures in 2025 across World Liberty Financial and TRUMP coin, and we cover what Meta’s reportedly moving into the AI cloud business means for...

Welcome back to The Blockspace Podcast! Today, Rob Hamilton of Anchor Watch joins us for a temperature check on the bitcoin market and Strategy’s STRC preferred stock, and Kush Bavaria, CEO of Ornn, hops on to talk about trends in the GPU rental market...

Welcome back to The Blockspace Podcast! Strategy announced its 5 point capital plan today, which included the potential to sell up to $1.25B bitcoin – and STRC and MSTR surged on the news. Lygos Finance Francis Corvino breaks it down for us on today’s ...

In today's bonus episode, Project Eleven CEO Alex Pruden explains exactly what the White House's new Executive Order on Quantum Computing means for the government's migration to post-quantum cryptography, and how the executive order relates to Bitcoin....

Welcome back to The Blockspace Podcast! Today, Thomas Braziel, a partner at 117 Partners, joins us to talk about how Strategy can salvage its capital structure given the ensuing crisis with STRC. We also dive into the brutal secondary market debut of S...

Welcome back to The Blockspace Podcast! Today for news, we cover HIVE’s LOI with an “investment-grade Swedish tech company” to serve as tenant for its 32 MW data center in Bode, Sweden, as well as the company’s $100M convertible note sale, and Galaxy D...

Welcome back to The Blockspace Podcast! OpenAI dominated headlines today when it announced that it has developed an ASIC chip for AI inference with Broadcom called Jalapeno – and it’s already in use, going from design to tapeout in 9 months. For today’...