Blockspace

Recent episodes

1. Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup from Blockspace

   Aug 4, 2026

   Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Cipher Digital and Hut 8’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, Ionic Digital CEO Andy Stewart joins us for a company updat...

2. Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets from Blockspace

   Aug 3, 2026

   Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads....

3. Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango from Blockspace

   Jul 31, 2026

   Welcome back to The Blockspace Podcast! For our lead story today, we cover how zoning for Hut 8’s $5B, 500 MW data center in Illinois has been stalled as a local council cancels a zoning vote for the project, and we also cover a Bloomberg report that M...

4. Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition from Blockspace

   Jul 30, 2026

   Welcome back to The Blockspace Podcast! Leopold Aschenbrenner’s Situational Awareness dominated headlines today when reporting surfaced that the wunderkind’s AI hedge fund sold all of its public positions to Citadel. For other news, we cover Meta and M...

5. Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets from Blockspace

   Jul 29, 2026

   Welcome back to The Blockspace Podcast! Ionic Digital went public yesterday, so we cover the former bitcoin miner’s debut and its watershed AI deal with Nscale. For interviews, Empery Digital co-CEO Ryan Lane joins us to discuss why the company has alt...

6. Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center from Blockspace

   Jul 28, 2026

   Welcome back to The Blockspace Podcast! At the top of the show, we cover Core Scientific’s Q2 earnings and $14B AMD deal, plus Applied Digital’s FY2026 earnings. For other news, we tackle Galaxy Digital’s site acquisition for a 74 MW AI data center and...

7. MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump from Blockspace

   Jul 27, 2026

   Welcome back to The Blockspace Podcast! For our lead story, we cover a lawsuit against MARA that alleges the company didn’t fully pay a French contractor and his affiliates for their work to push through MARA’s acquisition of a controlling stake in Exa...

8. Inside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock from Blockspace

   Jul 26, 2026

   Welcome back to The Blockspace Podcast! For today’s bonus show, we have an interview with CleanSpark CBO Harry Sudock, where we dive into CleanSpark’s $6.6B deal for its Sandersville data center, its inaugural tenant’s potential expansion into Texas, a...

9. Nvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty from Blockspace

   Jul 24, 2026

   Welcome back to The Blockspace Podcast! For our lead story today, we cover Nvidia, Meta, Microsft, et al.’s open letter in defense of open weight models and whether it will be enough to stanch off regulation that bans these Chinese models in the US. Fo...

10. Etched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street from Blockspace

    Jul 23, 2026

    Welcome back to The Blockspace Podcast! For our lead story today, Etched just raised $300M at a $10.3B valuation to scale out the AI ASIC that is at the heart of its high-risk, high-reward business model. For interviews, we sit down with Harry Sudock, ...

11. AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy’s $3.5B Raise from Blockspace

    Jul 22, 2026

    Welcome back to The Blockspace Podcast! For our lead story today, AMD and Anthropic are teaming up for a 2 GW AI rollout that includes AMD investing $5 billion in Anthropic. For other news, we cover OpenAI reportedly planning to spend $750 billion on c...

12. NVDA’s 9.3% NBIS Stake, Jack Mallers Out as XXI Capital CEO, Anthropic's $1.5B Lawsuit Settlement from Blockspace

    Jul 21, 2026

    Welcome back to The Blockspace Podcast! Nvidia disclosed a 9.3% stake in Nebius this week, so we open the show by taking a look at Nvidia’s stake in other key AI companies. Plus, Anchorage Digital’s Head of Research David Lawant joins us to discuss bit...

13. Hut 8’s $19.6B Beacon Point Deal, IREN’s $2.8B AI Cloud Contracts, Uncle Same Moves on Kimi K3 from Blockspace

    Jul 20, 2026

    Welcome back to The Blockspace Podcast! AI stocks are ripping, so we open today’s show with a market segment, including Q2 earnings and revenue forecasts from FactSet. For new, we cover Hut 8’s $19.6B deal that fills out the capacity for its Beacon Poi...

14. An Update on TeraWulf’s AI Play and What NY’s Moratorium Actually Means w/ Nazar Khan from Blockspace

    Jul 19, 2026

    Welcome back to The Blockspace Podcast! For today’s bonus episode, an interview with TeraWulf Co-Founder and CTO/COO Nazar Khan, where we cover TeraWulf’s Anthropic deal, the sale of the Abernathy JV, and what NY’s data center moratorium means for Tera...

15. HIVE Exec Chair Interview, BTC Mining in South America, Kimi K3, Compute Exchange’s Secondary GPU Market from Blockspace

    Jul 17, 2026

    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...

16. Why AI Stocks are Crashing, “Is AI Conscious?” Pirate Wires Interview, Soluna’s MSFT Exec Hire from Blockspace

    Jul 16, 2026

    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 Dal...

17. SPCX Falls Below IPO Price, WULF Co-Founder Interview, Nebius Opens AI Stack to 3rd Party Partners from Blockspace

    Jul 15, 2026

    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 Ab...

18. CleanSpark’s $6.6B Sandersville Deal, NY Data Center Moratorium, Keel’s Sherbrooke Land Grab from Blockspace

    Jul 14, 2026

    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, AnchorWa...

19. Meta’s $50B Data Center, Strategy’s $467M MSTR Raise, Native American Tribes are Split on Data Centers from Blockspace

    Jul 13, 2026

    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 rai...

20. How CCP-Linked Entities Derailed $23.6B in Data Center Projects Across the US from Blockspace

    Jul 12, 2026

    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 de...