
TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH
Welcome back to The Blockspace Podcast! Morgan Stanley just put a $300 price target on SpaceX, arguing that the company’s real edge is AI – and how its sister company, Tesla, makes that edge particularly sharp. We also take a look at Nic Carter’s latest research on data center noise, sit down with Cato Institute Director of Energy and Environmental Policy Studies Travis Fisher to discuss why private grids are the solution to AI’s energy deficit, and cover Nebius raising on-demand GPU rental rates as GPU hour prices hit all-time highs. 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. We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off. 👉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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