Blockspace

Compute's daily show. Covering AI/HPC, energy, and powered land.

Live weekdays at 1p EST

[Blockspace @blockspace]

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 mining, and potentials for revenue.

📰 https://t.co/ub58GgcaAx

[Blockspace @blockspace]

@RHouseResearch @sk7037 Great video, thanks for surfacing.

[Blockspace @blockspace]

SpaceX $SPCX is now listed on Robinhood 🪶🚀

Sofi users also have the opportunity to put in orders prior to the June 12 debut!

[Blockspace @blockspace]

SpaceX $SPCX has confirmed in their S-1 Filing🚀

- $1.75T Market Cap
- $135/Share
- 555,555,555 shares
- Ticker $SPCX

[Blockspace @blockspace]

What's the secret behind $GOOG's $84 billion raise?

@dgt10011 says crypto has the answer.

Crypto's been able to take parts of the corporate stack , such as preferred equity, into the limelight of financial markets.

"People don't want the ups and downs of a stock, they want accretive yield" - @wsfoxley

[Blockspace @blockspace]

$IREN is going global w/ 800MW datacenter in Australia, Zcash inflation bug, and Google upscales raise to $84 billion

guest: @januszg_ https://t.co/cHAlSjV5FL

[Blockspace @blockspace]

@AnalogEchoes Yea, a lot of the teams are working with clients on the sell-side so its certainly buyer beware.

That being said, the herd is moving this direction on all AI/HPC stocks

[Blockspace @blockspace]

$IREN price target increased to $96 by B Riley Securities

The investment bank cited IREN's new 800 MW Australia build as a strategic advantage, with the neocloud now building on three continents 🌏

[Blockspace @blockspace]

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨

Not an LOI, not competing with other operators, signed power.

Energization is targeted for 2028

[Blockspace @blockspace]

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨

Not an LOI, not competing with other operators, signed power.

Energization is targeted for 2028

[Blockspace @blockspace]

$IREN is going global w/ 800MW datacenter in Australia, Zcash inflation bug, and Google upscales raise to $84 billion

guest: @januszg_ https://t.co/cHAlSjV5FL

[Blockspace @blockspace]

SpaceX $SPCX has confirmed in their S-1 Filing🚀

- $1.75T Market Cap
- $135/Share
- 555,555,555 shares
- Ticker $SPCX

[Blockspace @blockspace]

The Zcash bug EXPLAINED

"I very highly doubt someone did an exploit" says @januszg_

"My argument is that we cannot be sure... we will never have an assurance that these bugs have been exploited unless someone moves a massive amount of zcash:native out of the [shielded pool] to the transparent chain"

[Blockspace @blockspace]

JUST IN: Blockware has appointed Megan Brooks-Anderson as their new CEO

Anderson is the Former COO from Riot
Platforms

[Blockspace @blockspace]

@a_gangrade @januszg_ $ANY ?

[Blockspace @blockspace]

$IREN is going global w/ 800MW datacenter in Australia, Zcash inflation bug, and Google upscales raise to $84 billion

guest: @januszg_ https://t.co/cHAlSjV5FL

[Blockspace @blockspace]

$STRC has sold off over 2% today🚨

Strategy has recently sold 32 Bitcoin valued at $2.5M for preferred stock dividends

[Blockspace @blockspace]

$STRC vs $SATA: which is better?

"I think it's going to become a frequency war" says @starkandlime

"There's a real psychological principle... I think when investors are seeing daily gains they may start moving from $STRC to $SATA"

[Blockspace @blockspace]

@APompliano How was it evident?

GPUs were mostly prized by gaming companies up until 2020

[Blockspace @blockspace]

@matthew_sigel @conduition_io Learn more about it here:

https://t.co/RrVPAkwtqQ

[Blockspace @blockspace]

@stefanvanderlux @galaxyhq 👀

[Blockspace @blockspace]

JUST IN: $IREN officially expands to South Australia with new 800 MW data center campus

Stock +6.50% pre market 📈

[Blockspace @blockspace]

Strategy sold BTC last month but the @Polymarket terms got changed last minute and millions weren't paid out.

Users are angry.

"It would be like going into a casino and after they dealt you a blackjack hand they change the rules of the game" says @Rob1Ham

"I think this is a great marketing opportunity for @Kalshi"

[Blockspace @blockspace]

Data center stocks end the day in the green, with 2 hitting ATH! ⚡️

$CORZ $29.05
$CIFR $26.29

[Blockspace @blockspace]

Some of the data center stocks are trading higher!🔋

$CIFR +8%✅
$WULF +6.2%✅
$IREN +3.8%✅
$HUT +3.8%✅

[Blockspace @blockspace]

$DMGI.V up nearly 5% on the day!

Could smaller Bitcoin miners convert into investment grade AI/HPC deals? 🔋