Blockspace: AI News

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Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets

2026-09-3051:37

Live from Yotta 2026!Compute's daily live show | 1P EST every weekdayFull episodes on the Blockspace podcast:🎙️ https://blockspace.media/podcast/ ( https://www.youtube.com/redirect?event=video_description&redir_token=QUZZTVljR2F4Y3hXYVBpbWJtWVowMzRoVTF...

Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter

2026-09-2557:02

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, Dark Horse CEO Joel Block joins the show to discuss...

Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite

2026-09-2401:11:01

Welcome back to The Blockspace Podcast! Oracle has sent a force majeure notice to the developer of Project Jupiter, a $165B data center project in New Mexico as part of Project Stargate, as the site’s development continues to be restrained by permittin...

TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH

2026-09-2355:35

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 lates...

Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

2026-09-2238:59

Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with ...

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