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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
- $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
$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. 
00:00SpaceX 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…- 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
00:00SpaceX 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… 
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…- 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
- Bernstein maintains $IREN with buy rating and $100 price target (+85% upside) IREN has lagged the broader neocloud/data center sector recently, partly due to overhang from its $6B at-the-market (ATM) equity offering. That said, the company continues to make progress on its AI
$IREN: Jefferies initiated coverage on IREN with a buy rating and price target of $79 (+36% upside) Jefferies said that IREN has positioned itself among AI infrastructure providers with a long-term powered land bank of approximately 6 gigawatts, following the acquisition of 800 - $CLSK just went red to green 🟢 During their last earnings report, the company stated that their Sandersville site has an established lead prospective tenant 250 megawatts of energized capacity coming to the market for AI compute CleanSpark is up 75% YTD
- $SPCX just signed a $6.3B Compute deal with Reflection AI🛰️🔋 Reflection will now have immediate access to Nvidia GB300 GPUs SpaceX will receive $150M/month starting July 1 through 2029 This brings SpaceX to 3 large clients - Anthropic - Google - Reflection AI
SpaceX $SPCX will build orbital data centers that will require: - 1B Tesla Optimus Robots🤖 - 10 Million Tons launched/year🚀 - 1TW+ of Solar Power☀️ - $KEEL +15% TODAY RECLAIMED $7 📈 Keel Infrastructure has surpassed 200% year-to-date as the company gets ready to sign its first AI compute deal CEO Ben Gagnon projected three leases for the calendar year 2026
00:28One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes - Power hedging is MORE important for AI datacenters than BTC mines says Matt Williams of @luxor "We've seen it with [storm] Yuri that your power pricing can go from $40/Mwh to $6000/Mwh" AI load, while situationally flexible, isn't quite as dynamic as BTC mining compute.
00:00$STRC is crashing because Michael Saylor used ChatGPT? Live NOW! banger guests today: Matt Williams, @cryptoquick, @Rob1Ham → @HIVEDigitalTech signs $220m GPU host in Canada → What's up with Quantum Bitcoin → AI deep cut energy insights x.com/i/broadcasts/1… - Last month we had @mikealfred on the podcast discussing his latest 13F, closing the quarter with over 3.76M shares of $CIFR worth $48.4 million (implied $12.87/share) Yesterday Cipher Digital reached a new all time high of over $30, which would take that position to over $112
00:58Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital - Blockspace reposted
The recent negative difficulty adjustment coincided with the start of the Four Coincidental Peaks (4CP) season in Texas, a period when miners curtail operations. Get the gist on @blockspace with @AsILayHodling and @cbspears
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