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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
- He's been a datacenter expert for 25+ years and hasn't ever seen anything like the AI datacenter gold rush. @Tech_Journalism says Bitcoin miners were the best positioned to take advantage of it "What happened is that the datacenter sector moved in the direction of crypto
00:00Happy Thursday! We're live → will @SpaceX ai satellites actually work? → $CRWV $3.5b note → Inside $WULF Lake Mariner → BTC to AI transition → @OpenAI kicks out Chinese shills → @SemiAnalysis_ says tokens getting cheaper? guest: @Tech_Journalism x.com/i/broadcasts/1… - TeraWulf's $WULF Lake Mariner facility is "an entirely different scale than we're used to seeing" "I've toured a lot of data centers" says @Tech_Journalism Each building is ~30,000, "or about 2 or 3 Wal-Marts" Their biggest challenge? Directing traffic
00:00Happy Thursday! We're live → will @SpaceX ai satellites actually work? → $CRWV $3.5b note → Inside $WULF Lake Mariner → BTC to AI transition → @OpenAI kicks out Chinese shills → @SemiAnalysis_ says tokens getting cheaper? guest: @Tech_Journalism x.com/i/broadcasts/1… 
SpaceX $SPCX will begin trading this Friday! 🚀 So far, SpaceX IPO orders are already 4x oversubscribed They are targeting a $1.8T market cap
- Happy Thursday! We're live → will @SpaceX ai satellites actually work? → $CRWV $3.5b note → Inside $WULF Lake Mariner → BTC to AI transition → @OpenAI kicks out Chinese shills → @SemiAnalysis_ says tokens getting cheaper? guest: @Tech_Journalism
- Earlier this year, $CIFR CEO Tyler Page discussed goals: • 1-2 site acquisitions per year • 1-2 leases signed per year • 1-2 sites built per year Cipher Digital recently disclosed AWS as the tenant for 70 megawatts at its Stingray data center campus. A triple net lease with
00:00 - Crusoe pauses 1.8GW Wyoming datacenter project "indefinitely", possibly fully pulling out of the project. Crusoe says this was at the request of the customer. @RHouseResearch infers that customer is likely $AMZN or $GOOG
00:00Live now covering the big datacenter news: - Crusoe pauses 1.8GW build - SpaceX 4x oversubscribed - Cormint deal - $HUT & $KEEL guest: @jamesmcavity x.com/i/broadcasts/1… - It's never been a better time to deploy capital into Bitcoin mining says @jamesmcavity "Difficulty is flat year over year, we haven't seen that in a long time... all the customers are focused on AI"
00:00Live now covering the big datacenter news: - Crusoe pauses 1.8GW build - SpaceX 4x oversubscribed - Cormint deal - $HUT & $KEEL guest: @jamesmcavity x.com/i/broadcasts/1… - When does the AI capex cycle end? "There's no putting the genie back in the bottle in terms of price discovery and product market fit of commoditized digital labor" says @jamesmcavity of @CormintInc "I do think this commodity will return to the marginal cost of production...."
00:00Live now covering the big datacenter news: - Crusoe pauses 1.8GW build - SpaceX 4x oversubscribed - Cormint deal - $HUT & $KEEL guest: @jamesmcavity x.com/i/broadcasts/1… - $NVDA CEO Jensen Huang said that $50 billion for one gigawatt can generate $300B to $400B in intelligence output 🤯 That is 6-8x value creation per factory It’s no wonder why hyperscalers and neoclouds are racing to lock up power from the grid and on-site generation
$NVDA CEO Jensen Huang has said AI data centers could cost $80B-$100B per gigawatt in the future🔋💸 At this valuation, a single megawatt would sell for $60-$100M - Live now covering the big datacenter news: - Crusoe pauses 1.8GW build - SpaceX 4x oversubscribed - Cormint deal - $HUT & $KEEL guest: @jamesmcavity
