Blockspace: AI News

US midterm elections are tomorrow, and its got big implications for data center stocks we talk about on this show. In particular, the ones with major campuses in Texas, Ohio, New Mexico, and New York (not to mention about 10 other states!). What are we to make of this? Plus, Cipher Digital's earnings call gave investors reason for continued patience as they build out the future of the business. Lastly, Charlie breaks down the latest in SpaceX news with a lawsuit from the NAACP concerning its Memphis, Tennessee sites.

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Today, Will joins Charlie to discuss the collapse of Intel (falling more than 20%, the worst in four decades), plus the earnings call reactions from Microsoft and Google. Lastly, we touch on Nebius' capex guidance and a recent bullish price target from Bank of America.

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👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 bullish bet on TeraWulf, Riot, Hut 8, and many other powershell providers. Lastly, we hit on SK Hynix, the once the core of the AI memory trade before last summer's bloodbath, during back into the picture with record earnings.

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Blockspace covers AI infrastructure including names like CoreWeave, IREN, Nebius and former bitcoin miners moving into AI cloud, data center power constraints, and what public investors should watch next. Check out our daily show wherever you watch podcasts!

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👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.
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👉 https://luxor.tech/ Blockspace’s preferred mining pool. Start hashing today with Luxor!
👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody.

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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 also cover Meta’s $25B equity raise, the largest ever for a tech company, and we take a look at Goldman Sach’s latest note on CoreWeave, where the bank estimates the neocloud will rack up $100B in debt by 2028.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

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👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 Finance CEO Jay Patel joins us to digest those numbers (and more), and we cap the show with Elon Musk’s latest take about the fate of neoclouds.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 how natural gas generation fills the gap.

We dig into EROC’s $1.7 billion contracted backlog, its work with Meta and Anthropic, and what it takes to scale alongside AI demand.

Subscribe for daily coverage of the compute economy, and tell us in the comments what you think about the future of large-scale AI sites.

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SPONSORS:

👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉 https://dimetrics.ai Enterprise compute intelligence

👉 luxor.tech Blockspace’s preferred mining pool. Start hashing today with Luxor!

👉 www.lygos.finance Borrow against your Bitcoin, without compromising on custody.

Blockspace:

Blockspace is the daily show covering the intersection of Wall Street, energy, and AI infrastructure. We track data-center development, powered land, public equities, financing, company announcements, bank research, Bitcoin mining, and the race for compute.

The information presented by Blockspace is for informational purposes only and should not be considered financial advice.

Subscribe for daily coverage of the compute economy, and tell us in the comments what you think about the future of wind-powered data sites.

#AI #DataCenters #Energy #Stocks

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 is selling compute at much higher rates than competitors, and we cap the show with a breakdown of CoreWeave and Nebius’ debt loads and financial metrics.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 language. For news, we also cover Meta’s Q3 earnings and Jensen Huang’s remarks at NVIDIA’s GTC Berlin conference.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 Digital for a 50 MW site in Texas for ChronoScale. To cap the show, we break down SpaceX’s Q3 earnings, including Elon Musk’s moonshot aspirations to hit $500B - $1T in ARR next year with 20 GW of compute.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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, an interview with independent journalist Aaron Renn on the quasi-governmental entities that broker deals with data centers to attract them to their states, and how these opaque deals give ammo to data center NIMBYs. For our final segment, Needham analyst John Todaro joins to discuss his latest research note, which examines how rising CAPEX and financing costs are weighing on data center stock prices.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 Patel also joins us to discuss whether these financing fears are overblown, and we cap the show with SemiAnalysis’ 50 GW data center buildout forecast for 2027.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 compute resources in the current cycle. We examine the specific bottlenecks facing providers and why the demand for B300 servers is outpacing current availability.

Understanding the limitations of modern AI infrastructure is essential for anyone tracking the compute economy. We discuss the complexities of sourcing hardware and the ongoing struggles with data center capacity that are preventing companies from scaling as quickly as planned.

Watch the full Blockspace show on our YouTube channel and subscribe for daily coverage of AI infrastructure, data centers, energy, Bitcoin mining, and the public companies building the compute economy.

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Website: https://blockspace.media
Free daily newsletter: https://newsletter.blockspacemedia.com

👉 Soluna (Nasdaq: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉 https://luxor.tech/ Blockspace’s preferred mining pool. Start hashing today with Luxor!

👉 https://www.lygos.finance/ Borrow against your Bitcoin, without compromising on custody.

ABOUT BLOCKSPACE

Blockspace is the daily show covering the intersection of Wall Street, energy, and AI infrastructure. We track data-center development, powered land, public equities, financing, company announcements, bank research, Bitcoin mining, and the race for compute.

The information presented by Blockspace is for informational purposes only and should not be considered financial advice.

Subscribe for daily coverage of the compute economy, and let us know in the comments if you think the current server shortage will persist through next year.

#AI #DataCenters #Energy #Stocks

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 demo, plus forecasts that say a SpaceX and Tesla merger could be revealed as early as December. Luxor’s Director of Energy Haley Thomson also joins us to discuss why data centers are not taxing Texas’ grid yet as ERCOT emerges from its tamest summer stretch for power prices in years.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 bank favors it over CoreWeave, plus a report from Gartner that says 80% of the neocloud market will be consolidated into hyperscalers.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 CoreWeave, Oracle, and Meta. We also cover IREN’s hopes for a second data center in Australia and Keel winning approval for an 80 MW site in Pennsylvania.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 on Goldman Sach’s bullish price target on SpaceX amid its AI cloud business growth and AMD guaranteeing TensorWave’s 222 MW lease for a Fermi data center.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 launch of Architect’s Liquid Inference market for trading AI inference compute.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 Firmus is scrapping its $5.5B IPO after a lack of investor interest, plus how SpaceX’s latest Starlink offering wants to disrupt the cell phone industry.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

Welcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos that erupted in Memphis this week during a city council hearing for SpaceX’s Colossus data center.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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 buy ratings for powered shell stocks from Wells Fargo, Applied Digital’s 1 GW site in Finland, and how hyperscaler negative free cash flow means a slow down to CAPEX could be coming in 2027 and 2028.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

Subscribe to our newsletter to receive updates for all of our shows and content.

👉Soluna (NASDAQ: SLNH) develops data centers co-located with wind and solar plants, turning surplus renewable energy into computing power for AI and other intensive applications. https://solunacomputing.com.

👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!

👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.