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Blockspace: AI News

Blockspace
Bitcoin
Spacex
Data Centers
Bitcoin Mining
Quantum Computing
Anthropic
Nvidia
Gold
IREN
Openai
Cryptocurrency
Artificial Intelligence
Terawulf
Coreweave
Hut 8
Etfs
ERCOT
Cleanspark
Stablecoins
Nuclear Energy

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!

PublishesDailyEpisodes317Founded3 years ago
Number of ListenersCategories
Tech NewsBusinessInvestingNews

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Artwork for Blockspace: AI News

Latest Episodes

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 Tex... more

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 j... more

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 whe... more

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 curre... more

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Recent Guests

Jay Patel
CEO of LIGO's Finance
LIGO's Finance
Episode: AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site
Brett Harrison
CEO and founder of Architect
Architect
Episode: IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
Joel Block
CEO of Dark Horse Technologies (interview guest)
Dark Horse Technologies
Episode: Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter
Teage Ragzill
CEO of RAD
RAD
Episode: Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite
Nick Hansen
CEO of Luxor
Luxor
Episode: Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite
Travis Fischer
Director of Energy Environmental Policy Studies at the Cato Institute
Cato Institute
Episode: TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH
William Layden
CEO of Rune
Rune
Episode: CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)
Alexandra Damsker
Guest, The DamSkr Report
The DamSkr Report
Episode: MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play
Rich Miller
Data Center Readiness journalist and analyst
Data Center Readiness
Episode: Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along

Hosts

Colin
Host of Blockspace Live; frequent presenter on data centers, crypto, and AI infrastructure topics
Charlie
Co-host focusing on technology and market analysis in data centers and crypto infrastructure

Reviews

4.6 out of 5 stars from 34 ratings
  • Awesome podcast

    This is a must watch/listen podcast if you have any curiosity about the AI-data center buildout. Every episode is filled with timely relevant content without the clickbait noise. These guys break it down and educate on the topic everyday. In addition, just to add some spice they also throw in some bitcoin content.

    Apple Podcasts
    5
    zoom review
    United Statesa month ago
  • Really great show- tons of insights

    Learned a lot from the co-hosts. Lots of fun. Nice focus on bitcoin content but also move around to adjacent stuff well. Cheers!!

    Apple Podcasts
    5
    BrooklynBill786
    United States9 months ago
  • Much Needed

    Subbed and much needed topics covered, appreciate Charlie and the show alot

    Apple Podcasts
    5
    BrainHarrington
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Subbed and much needed topics covered, appreciate Charlie and the show alot
Really great show- tons of insights. Learned a lot from the co-hosts. Lots of fun. Nice focus on bitcoin content but also move around to adjacent stuff well. Cheers!!

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#78
United States/News/Tech News
Apple Podcasts
#157
United Kingdom/News/Tech News
Apple Podcasts
#176
Canada/News/Tech News
Apple Podcasts
#241
Australia/News/Tech News
Apple Podcasts
#9
Norway/News/Tech News
Apple Podcasts
#10
New Zealand/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
Q: What does the Finland 1 GW announcement imply for US-based projects?
It signals a European regional buildup in energy-hungry AI infrastructure, suggesting that developers are seeking diversified energy sources and that securing capacity overseas may become more common as US sites face tighter energy constraints.
Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
Q: How much is the rise in yields affecting the ROI on AI capex today?
Yields have increased financing costs and raised the importance of investment-grade backstops, but the longer depreciation cycles and ongoing demand for compute still support meaningful ROI in many projects, particularly for larger, well-backed players.
AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site
Q: What are Jay Patel's initial takes on the market route and the bond market ripples?
Jay expresses skepticism that the whole market needs a full repricing, highlighting a bifurcation between segments backed by hyperscalers and IG backers versus those without such backing, and noting that CoreWeave and Oracle debt faces unique structural risks while some incumbents may fare better.
IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
Q: What benefits does Maia 300 bring, and what are the potential risks?
Maia 300 promises higher tokens-per-watt, tighter integration with software and networks, and reduced dependence on NVIDIA, potentially lowering operating costs for Copilot and Azure AI. Risks include manufacturing scale, supply chain constraints, and the challenge of achieving widespread deployment at the claimed gigawatt scale.
IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
Q: What is Liquid Inference and how does it work in practice?
Liquid Inference is an open, market-based platform where providers offer real-time quotes for inference capacity, forming an order-book style environment. The system pings multiple quotes for a client request and selects the cheapest or most suitable model based on criteria like time to first token or model quality, with providers able to adjust prices as workloads shift.

Audience Metrics

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Frequently Asked Questions About Blockspace: AI News

What is Blockspace: AI News about and what kind of topics does it cover?

A high-impulse, finance- and technology-forward show focused on the economics and strategy behind AI infrastructure, data-centers, and crypto mining. Episodes frequently dissect large-scale deal flows, power/logistics considerations, and regulatory or policy twists shaping hyperscale compute. Notable moments often center on big capital moves, ambitious site expansions, and the evolving balance between Bitcoin mining and AI data-center deployments, with guests ranging from operators and investors to policy researchers. The show regularly weaves in market color, practical risk management, and behind-the-scenes financing details, making it particularly useful for listeners evaluating sponsorship or partnership opportunities in the data-center ... more

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Blockspace: AI News launched 3 years ago and published 317 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Blockspace: AI News?

Recent guests on Blockspace: AI News include:

1. Jay Patel
2. Brett Harrison
3. Joel Block
4. Teage Ragzill
5. Nick Hansen
6. Travis Fischer
7. William Layden
8. Alexandra Damsker

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