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by Blockspace
Covering powered land, AI infra, Wall Street ratings, local data center politics, operational updates, executive interviews. Join Colin and Charlie to understand what's happening in data centers!
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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 E...
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 explor...
Welcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s plans for two $2.4B sites as part of Project Hyper. Check out Dimetrics ( ht...
Live from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/ ( https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljR2F4Y3hXYVBpbWJtWVowMzRoVTF...
Welcome back to The Blockspace Podcast! At the top of the show, we cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack, which brings the Barber Lake site’s contracted revenue to $9B. Then, Dark Horse CEO Joel Block joins the show to discuss...
Welcome back to The Blockspace Podcast! Oracle has sent a force majeure notice to the developer of Project Jupiter, a $165B data center project in New Mexico as part of Project Stargate, as the site’s development continues to be restrained by permittin...
Welcome back to The Blockspace Podcast! Morgan Stanley just put a $300 price target on SpaceX, arguing that the company’s real edge is AI – and how its sister company, Tesla, makes that edge particularly sharp. We also take a look at Nic Carter’s lates...
Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with ...
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