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Blockspace: AI News

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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Friday · 41 min
SpaceX-Tesla Merger Talks Advance. Plus Anthropic's $1.4T IPO and Hyperbolic's CEO
Bloomberg reported that SpaceX and Tesla merger talks are moving forward, with an announcement possible as soon as December. The deal would be SpaceX buying Tesla, creating a nearly $3.5 trillion company — by far the largest merger in history — though Tesla shareholders would have to give up control to Elon Musk, and the firms still have to navigate the conflicts of Tesla's China business from SpaceX's U.S. defense work. Hyperbolic CEO Jasper Zhang then joins the show to unpack the neocloud sell-off, arguing that inference demand is growing 10 times a year, GPU prices are not going to fall, and CoreWeave's more than 70% prepaid mix makes a customer default unlikely even as investors fixate on debt. Finally, Charlie and Colin break down Anthropic's IPO, which Bloomberg says could raise as much as $90.4 billion at a $1.4 trillion valuation and is about six times oversubscribed, even after AI stocks shed $6 trillion in a multi-month rout. Timestamps: 00:00 Intro 6:02 Tweet of the day 8:05 SpaceX-Tesla merger talks 19:30 Hyperbolic CEO Jasper Zhang on neoclouds 35:37 Anthropic IPO 6x oversubscribed Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/blockspace-ai-news/id1729672815 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. solunacomputing.com. 👉 Luxor Technologies: Blockspace's preferred mining pool. Start hashing today with Luxor! https://luxor.tech/ 👉 Lygos Finance: Borrow against your Bitcoin, without compromising on custody! https://www.lygos.finance/
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Thursday · 45 min
Jensen Huang Resigns as NVIDIA CEO. Plus Riot's $28B Corsicana Lease and Nebius' Q3 Earnings
Lygos Finance CEO Jay Patel joins the show after Jensen Huang stepped down as NVIDIA CEO and the stock fell double digits at the open. Patel argues Wall Street is mispricing Jensen's role, that existing neocloud deals should hold, and that the harder question is whether a new CEO can keep scaling the financing NVIDIA has backstopped — including an up-to-$500 billion compute-credit package. NVIDIA reports earnings next week, and Patel said the inventor of CUDA is the internal front-runner. We then unpack Nebius's third quarter: revenue jumped 571% to $980.8 million, but the stock dropped 17% after a third of that revenue proved non-recurring, the $7 billion ARR target slipped to February 2027, and 2026 CapEx guidance rose to $27 billion. Finally, Riot CEO Jason Les walks through a $28 billion, 15-year lease for 910 critical-IT megawatts at Corsicana, a modular power-pad deal at about $6 million per megawatt and a 33% unlevered yield on cost. 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. solunacomputing.com. 👉 Luxor Technologies: Blockspace's preferred mining pool. Start hashing today with Luxor! https://luxor.tech/ 👉 Lygos Finance: Borrow against your Bitcoin, without compromising on custody! https://www.lygos.finance/ Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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Wednesday · 1 hr 1 min
Did Coreweave Just Save the AI Market? Plus TeraWulf CTO Nazar Khan
TeraWulf COO and CTO Naz Khan joins the show after Q3 results that put AI services at 83% of revenue, and the hosts unpack CoreWeave’s guidance raise and reports that Anthropic may walk from its SpaceX compute deal. Khan walks through the final stretch at Lake Mariner, where 102 megawatts are already delivered and CB5 is slated to finish the campus in Q1 2027, plus 737 megawatts of AI capacity under construction. He also covers rising build costs at Justified, a newly finalized Google backstop, and why TeraWulf is telling tenants who want a single-digit yield on cost to “go talk to someone else.” Charlie and Colin then break down CoreWeave’s earnings. The stock jumped 30% at the open after the company raised 2026 revenue guidance to $13–$13.3 billion and exit ARR to $20–$21 billion, even as it guides to $37–$39 billion of CapEx and carries $46.9 billion of debt. Finally, they weigh a Citrini Research report that Anthropic told analysts it will not renew its SpaceX compute contract past mid-2027 — a deal worth up to $120.5 billion through 2029 — and four theories for why that might be. Compute's daily live show | 1P EST every weekday 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! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 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. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 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. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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Tuesday · 57 min
Inside KEEL Earnings with CEO Ben Gagnon! Plus, Anthropic IPO, MARA Earnings, and a Wet Blanket on IREN
Anthropic's IPO price is here! Per the Wall Street Journal, Anthropic plans to IPO at around $1.3 trillion. We discuss what this means for the market on the show, and if it might be too pricey. For our headliner today, we have Ben Gagnon of KEEL Infra on the show to discuss their Q3 2026 Earnings. Why have they not signed a deal yet, and what's to come for the AI/HPC firm? Lastly, we hit on MARA's Q3 2026 earnings call which covers its Bitcoin sale, growth into AI/HPC, and not much else. Is it a dud stock, or is it going somewhere? Plus, IREN just got a wet blanket tossed on it from Goldman Sachs. Is that fair? Compute's daily live show | 1P EST every weekday 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! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Timestamps: 0:00 Intro 6:20 Anthropic IPO 20:00 Keel CEO Ben Gagnon 43:40 MARA Q3 earnings 52:47 IREN: what the analysts are saying Sponsored by: 👉 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. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 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. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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Monday · 36 min
Jensen Scandal, Nebius's Compute Marketplace, and Why SpaceX Could Double?
NVIDIA is under the microscope after news that CEO Jensen Huang had an affair with Alice Wong, an executive at Megaspeed who has been reported as a suspected CCP operative. The company's board has launched an independent investigation, and the stock is down about 4% as investors weigh key-man risk and whether any secrets were compromised. Meanwhile, Ornn CEO Kush Bavaria joins the show to explain why NeoCloud stocks like Nebius are getting hammered even as GPU rental rates climb, and what the difference between spot, on-demand, and take-or-pay contracts means for investors. Lastly, we break down Morgan Stanley's latest SpaceX note, which reiterates a $300 price target and argues the stock can more than double, with compute infrastructure making up most of that valuation. Compute's daily live show | 1P EST every weekday 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! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 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. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 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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November 6 · 48 min
Inside IREN's Earnings ($200M AI Cloud). Plus TeraWulf's Earnings Update & Luxor Tech On Bitcoin Mining
IREN investors got a great update from management on Thursday, with higher revenue and more ARR coming in 2027. Although there's bumps with the Microsoft deal, IREN is starting to execute on its larger goal of being a neocloud. Meanwhile, Luxor's Kaan Farahani joins the show to talk about Bitcoin mining in Texas, season changes from weather, and pricing future mining activity. Lastly, we break down what happened in TeraWulf's earnings update this morning, which showed $700 million in ARR in 2027, plus execution on its Lake Mariner site. Plus, they got that Google backstop! Compute's daily live show | 1P EST every weekday 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! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 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. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 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. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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November 5 · 38 min
IREN Delays? Plus, Adam Sullivan of Core Scientific & KEEL's Earnings Call
The AI trade is officially dead! Charlie and Will join the stream to discuss AI stocks completely unwinding from the all time highs, including numerous double digit drops. Then we discuss IREN, which apparently is struggling to deliver its Horizon sites to Microsoft. Is there something there, or is this a nothing burger? Adam Sullivan, CEO of Core Scientific (NASDAQ: CORZ) joins the show next to discuss earnings. Lastly, we hit on KEEL Infra (NASDAQ: KEEL) earnings call, which showed no new leases and decreasing revenue going into 2027. Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 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. solunacomputing.com. 👉 Luxor Technologies: Blockspace’s preferred mining pool. Start hashing today with Luxor! https://luxor.tech/ 👉Lygos Finance: Borrow against your Bitcoin, without compromising on custody! https://www.lygos.finance Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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November 4 · 55 min
Did the Midterms Just Pop the AI Bubble? Plus HUT 8 & RIOT Earnings & SpaceX Stock Analysis
The Democratic party just locked in 6 years of control in the Senate and at least 2 years in Congress. Plus, dozens of governorships flipped blue. What does this mean for AI data center stocks like Cipher Digital and IREN? Plus, we cover Riot's big earnings release announcement (hint: Anthropic) and Hut 8 selling Bitcoin to buy its own shares. Lastly, Anni Sen joins the show to discuss SpaceX: what does a blue wave in Texas mean for the data center (I mean rocket) company? 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! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 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. 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. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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November 2 · 47 min
Will US Elections Gut AI Stocks? Plus, Cipher Digital's Earnings & SpaceX's Lawsuit
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. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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October 30 · 41 min
The Trump Trade Is Over? Plus, Microsoft vs. Google, and Nebius' Capex Guidance
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. Be sure to subscribe to the show on your podcast player of choice! 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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 28 · 1 hr 5 min
IREN's $363M GPU Raise, Plus, Morgan Stanley's Bullish TeraWulf Price Target, and SK Hynix's Earnings
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. Compute's daily live show | 1P EST every weekday 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! Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcasts/ Sponsored by: 👉 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. solunacomputing.com. 👉 dimetrics.ai Enterprise compute intelligence 👉 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. Hosted on beehiiv. Read the full Privacy Policy at beehiiv.com/privacy.
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October 27 · 40 min
Galaxy’s Q3 Earnings, Meta’s $25B Equity Raise, Goldman Sachs Forecasts $100B CoreWeave Debt
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. 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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 27 · 44 min
Anthropic’s S-1 and Elon Musk Takes a Shot at Neoclouds
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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 24 · 44 min
Inside The Race To Power AI Data Centers w/ EROC’s CEO John Carrington
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. Website: https://blockspace.media Free daily newsletter: https://newsletter.blockspacemedia.com 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. solunacomputing.com. 👉 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
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October 23 · 47 min
Anthropic IPO Watch, SpaceX’s Soaring Compute Pricing, Wall Street’s Takes on CoreWeave vs. Nebius
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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 22 · 28 min
Meta’s Q3 Earnings, AI Swarms Attack PHP Websites, 3 Takeaways from NVIDIA GTC Berlin
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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 21 · 50 min
SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site
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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 20 · 1 hr
IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising
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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 19 · 53 min
CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast
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. solunacomputing.com. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.
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October 18 · 51 min
Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic
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. Podcast Players: Apple Podcasts: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/1NQIkiC... All podcast players: https://plinkhq.com/i/1729672815 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. 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
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