Blockspace: AI & Bitcoin
Bitcoin conversations from the deep end, covering markets, tech, compute, and culture from hosts Charlie Spears and Colin Harper. Three episodes per week, on all podcast players, Yahoo Finance, CoinDesk and more. Drop us a listen and review!
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HIVE Exec Chair Interview, BTC Mining in South America, Kimi K3, Compute Exchange’s Secondary GPU Market
<p>Welcome back to The Blockspace Podcast! Today’s lineup is packed with interview. To start, HIVE Executive Chairman Frank Holmes joins us to discuss the company’s headway on its AI builds across Sweden and Canada, and then Luxor’s Alessandro Cecere hops on to discuss bitcoin mining in South America, and Compute Exchange CEO Carmen Li bookends our show to discuss the company’s new secondary marketplace for used and refurbished GPUs. For news, we cover Xi Jinping's speech on China’s plan to globalize its AI influence and how Kimi K3 shook AI stocks this week. </p> <p><b>Check...
Why AI Stocks are Crashing, “Is AI Conscious?” Pirate Wires Interview, Soluna’s MSFT Exec Hire
<p>Welcome back to The Blockspace Podcast! We open today with a market update, paying attention specifically to the Goldman Sachs High-Beta Momentum Index, which is down 24% month-to-date for the worst route since April 2009. Plus, Pirate Wires’ Brady Dale joins us to wrestle with the question in his eponymous piece on AI consciousness: “Do Bots Have Feelings?” For other news, we cover Soluna’s Microsoft executive hire to lead its AI builds and Arizona pressing pause on data center incentives, like local property tax breaks. </p> <p><b>Check out Dimetrics</b>, the AI industry’s Bloomberg terminal. Track financial metrics and...
SPCX Falls Below IPO Price, WULF Co-Founder Interview, Nebius Opens AI Stack to 3rd Party Partners
<p>Welcome back to The Blockspace Podcast! Today, TeraWulf Co-founder and CTO/COO Nazar Khan joins use to discuss the ramifications of NY’s data center moratorium for the company’s NY campuses, financing for its Anthropic deal, and why it’s selling its Abernathy JV stake. For news, we cover why SpaceX is trading below its IPO price, Nebius new offering allowing partners to access its AI cloud stack, and more.</p>
CleanSpark’s $6.6B Sandersville Deal, NY Data Center Moratorium, Keel’s Sherbrooke Land Grab
<p>Welcome back to The Blockspace Podcast! For our lead story, CleanSpark has signed a 20-year, $6.6 billion deal for its Sandersville, Georgia site, with the tenant also holding exclusivity on CleanSpark’s Texas buildouts. For today’s interview, AnchorWatch Co-founder Becca amilee Rubenfeld joins us to discuss the company’s new multi-institution custody product and whether the CLARITY Act is as good as dead or not. Plus, New York Governor Kathy Hochul just enacted the first-ever state-wide data center moratorium, and Keel receives conditional approval to purchase land in Sherbrooke, Quebec for a 96 MW data center. </p> <p></p> <p><b>Check...
Meta’s $50B Data Center, Strategy’s $467M MSTR Raise, Native American Tribes are Split on Data Centers
<p>Welcome back to The Blockspace Podcast! Tech stocks are bleeding today, so we kick off today’s stream with a market update to look into what’s spooking the market. Lygos CEO Jay Patel also joins us today to discuss the market’s reaction to Strategy raising $467M from MSTR sales. For news, we cover Meta’s expanding plans for a Richland Parish, Louisiana data center to 5 GW, plus how Native American tribes are split on developing AI data centers. <br></p> <p><b>Check out Dimetrics</b>, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stoc...
How CCP-Linked Entities Derailed $23.6B in Data Center Projects Across the US
<p>For today's bonus episode, Sam Lyman, head of research at the Bitcoin Policy Institute, joins us to discuss how CCP affiliate Neville Roy Singham, his nonprofits, and the Party for Socialism and Liberation are behind efforts that have forestalled or derailed more then $23.6B worth of data center builds in localities across America.</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 upda...
TeraWulf’s $3.5B Raise, Big Digital Energy’s Hood County AI Plans, SK Hynix’s $26.5B Nasdaq Debut
<p>Welcome back to The Blockspace Podcast! For our lead story, TeraWulf plans to raise $3.5 billion with a mix of leveraged loans and corporate bonds, according to CFO Patrick Fleurry as reported by Bloomberg. For interviews, we welcome Luxor’s Kaan Farahani to give us a recap of bitcoin mining metrics in June; Big Digital Energy’s Josh Kilgore and Phil Stanley to discuss the company’s activist takeover of Mawson, its rebrand, and AI gameplan; and SATO CEO Romain Nouzareth on their AI data center deal with the Kingdom of Bhutan. To bookend our final show of the week, we cov...
MARA’s $600M Texas Acquisition, PUC/ERCOT’s New Data Center Rules, Hunterbrook’s Bloom Energy Short Report
<p>Welcome back to The Blockspace Podcast! The Texas Public Utilities Commission held a meeting today that will decide just how much data centers pay for grid infrastructure, and we cover MARA’s acquisition of a 1,200 acre site in Texas that could scale up to 2 GW. Plus, we unpack Hunterbrook’s latest report on Bloom Energy, which questions the company’s reliance on a Scandium supply chain dominated by China, and we close on IREN’s Chairman pushing back on criticism against a new stock package for the company’s co-CEOs.</p> <p></p> <p><b>Check out Dimetrics</b>, the AI ind...
Why Anthropic Could Be Worth $6T by 2027, Inside CCP-Linked Data Center Pushback, Amazon’s $25B Bond
<p>Welcome back to The Blockspace Podcast! SemiAnalysis just put out a report on projections for Anthropic’s Q3 earnings, and it forecasts that the company could pull in $1 billion this quarter and be worth as much as $6 trillion by the end of 2027. Plus, Bitcoin Policy Institute Head of Research Sam Lyman joins us to discuss part 2 of BPI’s investigation into CCP-linked Party for Socialism and Liberation’s successful efforts to derail more than $23.6 billion in data center buildouts across the U.S., and Tom Masiero of Sphere3D hops on to discuss the company’s Dark Horse rebrand and AI a...
SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response
<p>Welcome back to The Blockspace Podcast! SpaceX is now part of the Nasdaq 100, the fastest inclusion of any company after the index changed its rules in May. Plus, why Meta’s neocloud pivot is more about hedging their bets than a compute supply surplus, and for today's interview, Project Eleven CTO and co-founder Conor Deegan gives a breakdown of the current state of Bitcoin’s Quantum Computing debate. </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 com...
