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Blockspace
6,124 posts
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Blockspace
@blockspace
Compute's daily show. Covering AI/HPC, energy, and powered land. Live weekdays at 1p EST
space datacenter supercluster
newsletter.blockspacemedia.com
Joined February 2018
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  • Pinned
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    Blockspace
    @blockspace
    May 20
    What's a MegaWatt worth, anyways? Get Blockspace's newest report on the economics of the AI/HPC sector including popular stocks like $CIFR $IREN $CLSK and more. This 10 page report will help you understand the tradeoffs in build models, the revenue goals compared to Bitcoin
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    9K
  • user avatar
    Blockspace
    @blockspace
    2h
    $MU dropped monster guidance for Q4 2026: $50 billion in revenues On the financial webcast, the CEO expressed demand continues to significantly outweigh supply Micron is all in on data center demand projections materializing Asymmetric: $NBIS $IREN $CRWV $CLSK $KEEL $WYFI
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    Blockspace
    @blockspace
    Jun 16
    $MSFT just backed out of a reported $3 billion cloud infrastructure deal with Oracle 👀 Can the neoclouds/former Bitcoin miners save the day? $KEEL $HUT $NBIS $IREN $CRWV $CLSK $APLD $KEEL
    1.3K
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    Blockspace
    @blockspace
    2h
    $STRC is down, but this is "natural price discovery" and not cause for concern says @Croesus_BTC "They have a ton of Bitcoin and they have a ton of fundraising capabilities" Jesse says "For Strategy to be in trouble, BTC has to go under $10,000 and stay there forever"
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    Blockspace
    @blockspace
    6h
    OpenAI is Jalepeno business today. Tune in now! - Are BTC Treasuries cooked? - $IREN 1.6GW datacenter hits Oklahoma snag - $SPCX and $CRWV bond + deal guest: @Croesus_BTC x.com/i/broadcasts/1…
    746
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    Blockspace
    @blockspace
    5h
    $NBIS has released AI Cloud 3.6☁️ The main addition will be Nebius Echo, an advanced language infrastructure agent The update also includes many new features: - Major storage upgrades - Validated shared file system up to 100PB - Local SSDs for GPU servers
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    Blockspace
    @blockspace
    Jun 23
    CoreWeave & Nebius - the first of the Neoclouds to make it to the Nasdaq 100 Both are building next-gen NVIDIA infrastructure that will power the AI buildout for many years to come $NBIS $CRWV
    1.3K
  • user avatar
    Blockspace
    @blockspace
    6h
    OpenAI is Jalepeno business today. Tune in now! - Are BTC Treasuries cooked? - $IREN 1.6GW datacenter hits Oklahoma snag - $SPCX and $CRWV bond + deal guest: @Croesus_BTC
    3.6K
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    Blockspace
    @blockspace
    8h
    OpenAI & $AVGO have partnered to build OpenAI’s first custom chip🤖🔋🌶️ They will be calling this chip the Jalepeño, this is the first LLM inference accelerator chip The chip has been completely designed from scratch, and expected to be ready to use in 9 months
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    Blockspace
    @blockspace
    May 24
    🚨 Leopold Aschenbrenner is loading up on AI infrastructure plays The ex-OpenAI researcher behind Situational Awareness LP has massively increased bets on companies that control power + data centers Position increase: $CLSK +648% $KEEL +188% $BRDR +92% $RIOT +86% $IREN +34%
    959
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    Blockspace
    @blockspace
    8h
    What's up with Quantum Bitcoin? TL;DR: there's lots of ongoing research @apruden08 mentions Isogeny, Lattice-based cryptography, and SHRINCS/SPHINCS as promising avenues "I think it's still pretty early, my caution to the industry is that this is all of our system... we all
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    Blockspace
    @blockspace
    Jun 23
    SpaceX is so back (until it isn't). Live NOW! 🛰️ $SPCX is a datacenter company (Reflection AI deal) 🛰️ $NBIS & $CRWV in Nasdaq 100 🛰️ @WhiteHouse Quantum Dominance guest: @apruden08 @projecteleven x.com/i/broadcasts/1…
    1.8K
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    Blockspace
    @blockspace
    9h
    Data center stocks are pulling back this morning: 🔴 $WYFI -9.12% 🔴 $HIVE -6.51% 🔴 $CIFR -5.25% 🔴 $IREN -4.59% 🔴 $NBIS -4.43% 🔴 $APLD -4.13% 🔴 $CRWV -3.21%
    1.9K
  • user avatar
    Blockspace
    @blockspace
    23h
    $IREN Oklahoma Data Center Update ⚡️ IREN’s proposed data center tax abatement agreement has been delayed by city council members The project remains alive and will head to the next stage of negotiations
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    Blockspace
    @blockspace
    May 7
    $IREN will report Q3 2026 earnings tomorrow after market close Which site is on your wishlist for a deal tomorrow? 1. Childress, Texas: 450 MW remaining 2. Sweetwater, Texas: 2 GW (1.4 energized) 3. Mackenzie, BC: 80 MW 4. Canal Flats, BC: 30 MW 5. Prince George, BC: 50 MW 6.
    16K
  • user avatar
    Blockspace
    @blockspace
    Jun 23
    $NBIS & $CRWV ripped last week before their addition to the Nasdaq 100. ☑️ $NVDA investing $2 billion in to Nebius ☑️ Nebius targets deploying over 5GW by 2030
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    user avatar
    Blockspace
    @blockspace
    Jun 23
    SpaceX is so back (until it isn't). Live NOW! 🛰️ $SPCX is a datacenter company (Reflection AI deal) 🛰️ $NBIS & $CRWV in Nasdaq 100 🛰️ @WhiteHouse Quantum Dominance guest: @apruden08 @projecteleven x.com/i/broadcasts/1…
    1.3K
  • user avatar
    Blockspace
    @blockspace
    Jun 23
    Trump just signed 2 executive orders for USA "Quantum Dominance" ☑️ 2030 & 2031 new deadlines for USA's post-quantum transition ☑️ supercharge quantum research "There's already a lot of hair on fire surrounding cybersecurity, this seems like an attempts by the White House to
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    Blockspace
    @blockspace
    Jun 23
    SpaceX is so back (until it isn't). Live NOW! 🛰️ $SPCX is a datacenter company (Reflection AI deal) 🛰️ $NBIS & $CRWV in Nasdaq 100 🛰️ @WhiteHouse Quantum Dominance guest: @apruden08 @projecteleven x.com/i/broadcasts/1…
    989
  • user avatar
    Blockspace
    @blockspace
    Jun 23
    CoreWeave & Nebius - the first of the Neoclouds to make it to the Nasdaq 100 Both are building next-gen NVIDIA infrastructure that will power the AI buildout for many years to come $NBIS $CRWV
    Image
    user avatar
    Blockspace
    @blockspace
    Jun 23
    SpaceX is so back (until it isn't). Live NOW! 🛰️ $SPCX is a datacenter company (Reflection AI deal) 🛰️ $NBIS & $CRWV in Nasdaq 100 🛰️ @WhiteHouse Quantum Dominance guest: @apruden08 @projecteleven x.com/i/broadcasts/1…
    2.7K
  • user avatar
    Blockspace
    @blockspace
    Jun 23
    SpaceX is so back (until it isn't). Live NOW! 🛰️ $SPCX is a datacenter company (Reflection AI deal) 🛰️ $NBIS & $CRWV in Nasdaq 100 🛰️ @WhiteHouse Quantum Dominance guest: @apruden08 @projecteleven
    7K

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REPLAY
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Blockspace
@blockspace
SpaceX signs Reflection AI | Trump's Quantum Dominance | Data Center Pact
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REPLAY
user avatar
Blockspace
@blockspace
SpaceX signs Reflection AI | Trump's Quantum Dominance | Data Center Pact
Image
REPLAY
user avatar
Blockspace
@blockspace
SpaceX signs Reflection AI | Trump's Quantum Dominance | Data Center Pact
Image
REPLAY
user avatar
Blockspace
@blockspace
SpaceX signs Reflection AI | Trump's Quantum Dominance | Data Center Pact
Image
REPLAY
user avatar
Blockspace
@blockspace
SpaceX signs Reflection AI | Trump's Quantum Dominance | Data Center Pact
Image
CleanSpark Inc
CLSK
$16.23
-5.58%
Image
Core Scientific Inc
CORZ
$27.79
-4.70%
Image
IREN Ltd
IREN
$50.30
-8.08%
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IREN Ltd
IREN
$50.30
-8.08%
Image
CoreWeave Inc
CRWV
$100.88
-4.58%
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CoreWeave Inc
CRWV
$100.88
-4.58%
Image
Nebius Group NV
NBIS
$259.66
-5.66%
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Nebius Group NV
NBIS
$259.66
-5.66%
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NVIDIA Corp
NVDA
$199.00
-0.52%
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Strategy Inc
STRC
$80.84
-7.41%
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REPLAY
user avatar
Blockspace
@blockspace
IREN 1.6GW site hits local pushback | OpenAI going vertical w/ Jalepeno chip | Jesse Meyers on Bitcoin Treasuries
Image
REPLAY
user avatar
Blockspace
@blockspace
IREN 1.6GW site hits local pushback | OpenAI going vertical w/ Jalepeno chip | Jesse Meyers on Bitcoin Treasuries