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Blockspace
@blockspace
Compute's daily show. Covering the companies financing, powering, and building the AI infrastructure boom.
Live weekdays at 1p EST
- Investment Bank Needham on $CRWV “Improved pricing trends and confidence in power pipeline” CoreWeave posted a strong correct with pricing trends continuing to improve. The company is shifting contract duration to lower & more on-demand which improves economics and margin
- ERCOT says large loads need to move FAST or get removed from the interconnection queue. Deadline to resolve reporting: August 31 Governor Abbott is trying to chase off phantom load 🏃♂️
- $NBIS $WYFI $CRWV are straight ripping this morning after earnings 🚀 and we've got @CoreWeave CoFounder & Chief Development Officer @branninmcbee on the show at 1:30p EST! x.com/i/broadcasts/1…
- $NBIS $WYFI $CRWV are straight ripping this morning after earnings 🚀 and we've got @CoreWeave CoFounder & Chief Development Officer @branninmcbee on the show at 1:30p EST!
