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AI infra meets Wall Street bets.
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Blockspace
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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 Katılım Şubat 2018
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$IREN is expected to handoff Horizon 1 to Microsoft sometime during Q3 with rumors of a July 19th target circulating on X following RAISE summit ⚡️
This is the first 75 MW of their 300 MW AI cloud deal
Liquid-cooled Blackwell infrastructure is getting closer to coming online at Childress
Blockspace@blockspace
Is $IREN going to get a deal with Anthropic in Australia? TL;DR: it's possible but there's better candidates. IREN is still on the shortlist of 5 candidate companies!
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The data doesn't lie: hedging hashrate has performed better than spot mining.
@BrightsideBTC drops the charts in the latest @luxor monthly lookback (full episode below)
Blockspace@blockspace
Our guestlist today is more oversubscribed than SK Hynix. Friday is gonna be a banger, tune in guest: @BrightsideBTC @luxor @RomainCompute @SATO_Compute @BigDigital @kilgore_joshua + Phil Stanley of $BDGE x.com/i/broadcasts/1…
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$IREN x RAISE Summit 2026
• Nvidia DSX AI Infrastructure
• B300 Exemplar Cloud Status
• Global AI Cloud
Română
@LandoInvests Great reporting and thanks for the update. Looking forward to see if these rumors come true on July 19th!
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$GLXY is another underrated colocation provider with a massive opportunity
800 MW of capacity fully contracted to $CRWV with another 830 MW uncontracted, and potential to scale up to an additional 1.8 GW at their Helios campus
Already shown to build and deliver on time as CoreWeave has been handed the first 133 MW of critical IT for their cloud infrastructure
Worth watching
Blockspace@blockspace
$GLXY: Data centers are in the early innings of a massive opportunity ⚡️ Global data center demand is set to grow 167% from 82 gigawatts in 2025 to 219 gigawatts in 2030 Galaxy Helios is approved for over 1.6 GW of capacity and looking to scale up to 3.4 GW
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$GLXY: Data centers are in the early innings of a massive opportunity ⚡️
Global data center demand is set to grow 167% from 82 gigawatts in 2025 to 219 gigawatts in 2030
Galaxy Helios is approved for over 1.6 GW of capacity and looking to scale up to 3.4 GW
Blockspace@blockspace
$GLXY looks to develop its second data center campus in Texas 🇺🇸 Local press reported that Galaxy has entered into an agreement with McGregor to acquire land in the city’s industrial park for a data center campus
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$MARA's massive deal in Texas is "one of the biggest moves MARA has made in this AI/HPC pivot"
Full episode below 👇
Blockspace@blockspace
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal? Tune in now! ☑️ $MARA is ripping after 2GW deal ☑️ ERCOT/PUC regulations changing ☑️ Bloom energy, everyone needs to learn about "scandium" ☑️ $IREN shareholder letter. Stock comp bonanza x.com/i/broadcasts/1…
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Blockspace retweetledi
Our guestlist today is more oversubscribed than SK Hynix.
Friday is gonna be a banger, tune in
guest: @BrightsideBTC @luxor @RomainCompute @SATO_Compute @BigDigital @kilgore_joshua + Phil Stanley of $BDGE
x.com/i/broadcasts/1…
English
$WYFI LINKS TWO DATA CENTERS INTO ONE AI SUPERCLUSTER ⚡️
WhiteFiber has announced a cross-data-center GPU supercluster networking solution, targeting commercial launch in the 3rd quarter of 2026
R&D testing achieved bandwidth between two data centers 83km apart
Blockspace@blockspace
$WYFI -16.27% today following yesterdays Q1 2026 earnings report 👀 WhiteFiber is scaling quickly in HPC as colocation revenue more than doubled The balance sheet now shows higher total assets of $796.3 million and total liabilities of $443.7 million
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The Public Utility Commission of Texas just voted 5-0 to end what Gov @GregAbbott_TX calls the "postage stamp system"
It's a big change for who pays for upgrades to the grid.
"The demand in [Texas] is coming from these new large load datacenters, not residential customers"
Blockspace@blockspace
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal? Tune in now! ☑️ $MARA is ripping after 2GW deal ☑️ ERCOT/PUC regulations changing ☑️ Bloom energy, everyone needs to learn about "scandium" ☑️ $IREN shareholder letter. Stock comp bonanza x.com/i/broadcasts/1…
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The Public Utility Commission of Texas just voted 5-0 on a new way for datacenters to pay the grid.
It's got BIG implications for the future of datacenters in Texas.
Blockspace@blockspace
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal? Tune in now! ☑️ $MARA is ripping after 2GW deal ☑️ ERCOT/PUC regulations changing ☑️ Bloom energy, everyone needs to learn about "scandium" ☑️ $IREN shareholder letter. Stock comp bonanza x.com/i/broadcasts/1…
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Speculation swirls around Bloom Energy's $BE sourcing of a metal called "scandium". Are they secretly using Chinese suppliers?
That's not even the big question says @hntrbrkmedia -- there may not even be enough scandium *anywhere* to facilitate Bloom Energy's growth estimates.
Blockspace@blockspace
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal? Tune in now! ☑️ $MARA is ripping after 2GW deal ☑️ ERCOT/PUC regulations changing ☑️ Bloom energy, everyone needs to learn about "scandium" ☑️ $IREN shareholder letter. Stock comp bonanza x.com/i/broadcasts/1…
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Your AI subscription is massively subsidized.
Here's why @SemiAnalysis_ says that's why Anthropic could be a $6 trillion company 👇
Blockspace@blockspace
We're exposing the China-fueled anti-AI hysteria. Tune in now! also: ☑️ Anthropic a $6 trillion company? ☑️ Sphere3d ☑️ Amazon $25 billion bond guests: @SamLyman33 @farmahtom x.com/i/broadcasts/1…
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$META CEO Mark Zuckerberg said the offers you get for using compute are so high that it makes sense to rent out compute in some cases
Blockspace@blockspace
$META announces plans to double their compute capacity to 14 gigawatts in 2027 This comes just a week after the company announced plans to start a cloud business, selling excess compute 🟢 $WULF +5% 🟢 $KEEL +5% 🟢 $NBIS +4% 🟢 $IREN +4%
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Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal?
Tune in now!
☑️ $MARA is ripping after 2GW deal
☑️ ERCOT/PUC regulations changing
☑️ Bloom energy, everyone needs to learn about "scandium"
☑️ $IREN shareholder letter. Stock comp bonanza
x.com/i/broadcasts/1…
English