Blockspace: AI & Bitcoin

Welcome back to The Blockspace Podcast! Today, we open with a note on Loudon County, the richest county in America which also happens to house 6-8% of all US data centers, from which it will reap $1.4B in property taxes this year. For interviews, we we...

Welcome back to The Blockspace Podcast! Today, we unpack Hive’s Q1 FY2027 earnings and take a look at their new $350M, 5-year AI cloud deal. For other interviews, Lygos Finance CEO Jay Patel joins us to break down NVIDIA’s latest backstop for OpenAI’s ...

For today's bonus show, we sit down with Keel CEO Ben Gagnon for an update on Keel's AI lease negotiations, the remaining permitting process for its Panther Creek and Sharon data centers, and what terms the company is seeking for its first AI leases. C...

For today's additional bonus episode, we sit down with CoreWeave Co-founder and CDO Brannin McBee to unpack the company's Q2 results, the future of its enterprise AI cloud computing line, $10.4B ARR milestone, and how its 2029 A100 deal is changing the...

Welcome back to The Blockspace Podcast! Today, we unpack Soluna’s Q2 earnings and welcome the company’s CFO Mike Picchi to discuss the results, plus we cover Hunterbrook’s latest report that Nebius’ infrastructure provider in Vineland, NJ, DataOne, has...

Welcome back to The Blockspace Podcast! Today, we have back-to-back interviews with WhiteFiber CEO Sam Tabar and Keel CEO Ben Gagnon, and for news, we cover IREN’s completing the 50 MW phase 1 of its Childress data center for Microsoft and how a tiny r...

Welcome back to The Blockspace Podcast! Today’s earnings update is packed as we sift through Q2 earnings for CoreWeave, Nebius, and WhiteFiber. Plus, CoreWeave CDO Brannin McBee joins us to unpack the company’s banner Q2 beat. Check out Dimetrics ( htt...

Welcome back to The Blockspace Podcast! For today’s earnings update, we take a look at Riot Platform’s Q2 results, including its recently inked 191 MW, $9.1B deal with a leading AI lab (reportedly Anthropic). We also touch on NVIDIA’s new $500 billion ...

Welcome back to The Blockspace Podcast! For today’s earnings update, we tackle Keel Infrastructure’s Q2 earnings and Bitdeer’s Q2 earnings, and we welcome Lygos Finance CEO Jay Patel for an update on macro topics, including why he believes rising rates...

Welcome back to the Blockspace Podcast! For today's bonus episode, we sit down with Hut 8 CEO Asher Genoot to discuss how Texas' data center audit -- which Gennot described as "extremely smart," praising Governor Greg Abbott for his effort to root out ...

Welcome back to The Blockspace Podcast! At the top of today’s show, we recap CleanSpark’s Q3 FY2026 earnings, with some juicy details about the company’s Sandersville AI site build cost and financing route, and we cap the show with MARA’s Q2 earnings i...

Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX i...

Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury joins us to discuss the comp...

Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, Ionic Digital CEO Andy Stewart joins us for a company updat...

Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads....

Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a local council cancels a zoning vote for the project, and we also cover a Bloomberg report that M...

Welcome back to The Blockspace Podcast! Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel. For other news, we cover Meta and M...

Welcome back to The Blockspace Podcast! Ionic Digital went public yesterday, so we cover the former bitcoin miner’s debut and its watershed AI deal with Nscale. For interviews, Empery Digital co-CEO Ryan Lane joins us to discuss why the company has alt...

Welcome back to The Blockspace Podcast! At the top of the show, we cover Core Scientific’s Q2 earnings and $14B AMD deal, plus Applied Digital’s FY2026 earnings. For other news, we tackle Galaxy Digital’s site acquisition for a 74 MW AI data center and...

Welcome back to The Blockspace Podcast! For our lead story, we cover a lawsuit against MARA that alleges the company didn’t fully pay a French contractor and his affiliates for their work to push through MARA’s acquisition of a controlling stake in Exa...

Welcome back to The Blockspace Podcast! For today’s bonus show, we have an interview with CleanSpark CBO Harry Sudock, where we dive into CleanSpark’s $6.6B deal for its Sandersville data center, its inaugural tenant’s potential expansion into Texas, a...

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...