OVER DEZE PODCAST 🔗
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!
Frequentie bijwerken:
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Gemiddelde audiolengte:
49 minutes
Gastinterviews
Heeft sponsors
Engels
Verenigde Staten
345 afleveringen
sinds 2 april 2024
episodic
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MEEST RECENTE AFLEVERING 🔗
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. W…
OUDE AFLEVERINGEN ZOEKEN
Zoek naar eerdere afleveringen van Blockspace: AI News.
VORIGE AFLEVERINGEN 🔗
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 …
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 m…
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, …
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…
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 earnin…
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 t…
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 …
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 ta…
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…
Disclaimer: De podcast en de illustraties die op deze pagina zijn ingesloten, zijn afkomstig van Blockspace, eigendom van de eigenaar en niet gelieerd aan of goedgekeurd door Listen Notes, Inc.
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