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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Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee
<p>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 company's view on GPU depreciation.</p> <p><b>Check out Dimetrics</b>, 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.</p> <p>Subscribe to our newsletter to receive updates for all of our shows and cont...
An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon
<p>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.</p> <p><b>Check out Dimetrics</b>, 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.</p> <p>Subscribe to our newsletter to receive updates for all of our shows and content.</p> <p><b...
Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures
<p>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 received a stop order for its deployment of Bloom Energy cells on the site. For other interviews, we talk with Luxor CEO Nick Hansen about Luxor Energy’s expansion into SPP and Architect Financial Technologies CEO Brett Harrison discusses their compute futures offering.</p> <p><b>Check out Dimetrics</b>, the AI industry’s Bloomberg terminal. Track financial metrics and...
Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft
<p>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 rural town in Washington is cashing in on the data center boom. <br></p> <p><b>Check out Dimetrics</b>, 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.</p> <p>Subscribe to our newslet...
CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings
<p>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. </p> <p><b>Check out Dimetrics</b>, 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.</p> <p>Subscribe to our newsletter to receive updates for all of our shows and content.</p> <p><b>👉</b><b>CleanSpark</b> (Nasdaq: CLSK...
Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines
<p>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 financing program for neoclouds and data center operators, and ERCOT’s request to the Texas PUC to move deadlines for Batch Zero approval to make room for Governor Abbott’s data center audit. And for today’s interview, AnchorWatch CEO Rob Hamilton discusses frustrations with using ChatGPT and Anthropic for code audits in the wake of the Coldcard...
KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%
<p>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 and low BTC vol make for a bullish setup for bitcoin and how the Treasury’s yen intervention could impact global markets. To cap off the show, we cover FactSet’s latest earnings insights report that reveals that, so far into earnings season, the S&P 500’s earnings growth rate is 50.4%, on pace for the highest rate since Q...
Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion
<p>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 phantom load -- for Batch Zero will impact the AI infrastructure company. Plus, we go over Hut 8's qualitative Q2 results, how Hut 8 will approach future financing for its data center builds, and where it will focus its efforts for future expansion.</p> <p><b>Check out Dimetrics</b>, the AI industry’s Bloomberg terminal. Track financial me...
CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings
<p>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 in which they revealed they are close to signing their first AI deal. For interviews, Luxor’s Kaan Farahani joins to break down bitcoin mining metrics for July, Nakamoto’s Brandon Bailey hops on to break down key trends from earnings season, and Hut 8 CEO Asher Genoot dives into the company’s Q2 earnings and f...
Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory
<p>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 is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas, and Anthropic finally confirms that it’s building an AI inference chip. </p> <p><b>Check out Dimetrics</b>, 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...
