Blockspace

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!

Episodes

August 7, 2026 86 mins
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 i...
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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 i...
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Welcome back to The Blockspace Podcast! At the top of today’s show, we cover Galaxy Digital and TeraWulf’s Q2 earnings, plus updates on their AI data center builds. Following the earnings update, TeraWulf CFO Patrick Fleury joins us to discuss the comp...
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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...
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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....
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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, ...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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