Welcome back to The Blockspace Podcast! Today, we cover Cipher Digital’s $850M convertible note offering to cover cost overruns at Barber Lake, plus its partial retirement of an older convertible…
Welcome back to The Blockspace Podcast! Today, we cover The Information's reporting that Anthropic has inked an undisclosed deal with IREN, how Microsoft plans to expand its AI inference chips with…
Welcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported in September – looked at the numbers incorrectly.…
Welcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos that erupted in Memphis this week during a city…
Welcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US Treasury rates will affect the AI CAPEX boom. We…
Welcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nuclear capacity across PJM. We also cover a new Morgan…
Welcome back to The Blockspace Podcast! Today, we cover news that TeraWulf has expanded its PPA for Muskie from 500 MW to 1 GW, including what this means about how close WULF has come to a deal for…
Welcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contracted revenue, plus Crusoe’s plans for two $2.4B…
Live from Yotta 2026! Compute's daily live show | 1P EST every weekday Full episodes on the Blockspace podcast: 🎙️ https://blockspace.media/podcast/ Sponsored by: 👉 dimetrics.ai Enterprise compute…
Welcome back to The Blockspace Podcast! At the top of the show, we cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack, which brings the Barber Lake site’s contracted revenue to $9B. Then,…
