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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Signup to Generate a PitchCovering 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!
Recent episodes include "IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings" (28 October 2026, 66 minutes), "Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt" (27 October 2026, 40 minutes), and "Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds" (27 October 2026, 45 minutes).
Blockspace: AI News publishes roughly daily, with episodes averaging 46 minutes.
Booking probability for Blockspace: AI News is 29%, and the host is rated Selective on guests. Blockspace: AI News requires a Pod Score of 80 or higher. Blockspace: AI News's contact route on record: verified email.
The strongest fits for Blockspace: AI News are Cloud, Data & Web Hosting. Blockspace: AI News has a business audience.
Blockspace: AI News is a business podcast.
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Blockspace: AI News
Today, Will covers for Colin who's set sail across the Atlantic on a family trip..enjoy! Meanwhile, we cover IREN's debt raise of $363 million based on its active GPU contracts, Morgan Stanley issuing yet another...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we break open Galaxy Digital’s Q3 results, including management commentary that the company passed on a tenant for its 830 MW Helios II data center this past summer. We...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we breakdown Anthropic’s S-1, including the highly publicized – and often misinterpreted – $80.7B loss and Anthropic's $500+ billion in future spending commitments. Lygos...
Blockspace: AI News
John Carrington, CEO of EROC, which operates onsite natural gas microgrid and backup power systems for critical facilities, joins Blockspace to discuss the race to power AI, why data centers can’t wait for the grid, and...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we open with four things to look for in Anthropic’s soon-to-come S-1 filing, which could be public next week. Plus, we cover a bank note on SpaceX that reveals the company...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we open with a quick note on Black October, an internet-wide cybersecurity incident where AI swarms are attacking websites through a vulnerability in the PHP programming...
Welcome back to The Blockspace Podcast! Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire to break down their new JV with Applied...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full networking rewiring for the build. Plus...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we open with two bullish investment banker notes on CoreWeave, as both JPMorgan and Wells Fargo remain overweight despite concerns over financing. Lygos Finance CEO Jay...
Blockspace: AI News
Why is it so hard to secure compute resources? We break down the current supply chain and demand for B300 servers.This panel discussion explores the tightening market for high-end hardware and the reality of acquiring...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we open with an investment bank note on CoreWeave and unpack the bull case for the leading neocloud despite doomer takes on its debt load. We also cover Tesla’s roadster...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we take a look at Anthropic’s leaked Q3 financials and what they mean for the company’s IPO valuation could be. We also cover Rosenblatt’s buy rating on Nebius and why the...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we take a look at the market bloodletting as many data center stocks plunge into the red YTD, including why the selloff is happening now as debt spreads blow out for...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an older convertible note, and we also touch...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI inference chips with Maia 300, and the...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the numbers incorrectly. We also cover why...
Blockspace: AI News
Welcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect the AI CAPEX boom. We also cover the five...
Blockspace: AI News
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...
Blockspace: AI News
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...
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...
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