Blockspace

Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.

Live weekdays at 1p EST

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Compute & AI Infrastructure’s Daily News:

Get updates on data center stocks, HPC, and news impacting the AI trade 5x per week!

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$IREN $CLSK $NBIS $GLXY $CIFR $KEEL
https://t.co/m8ppRNwcc8

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$WULF CEO Paul Prager full interview on FOX Business

“We are NOT a Neocloud.”

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$SPCX is signing compute deals for $50 million per megawatt 😳

To put that number into perspective: about a year ago $IREN signed Microsoft at under $10M/MW. By August, their deals were pricing at over $20M/MW.

$NBIS short-term deals now clear $40M/MW.

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🚨 BITCOIN HASHRATE HIT HIGHEST LEVEL SINCE FEBRUARY 👀

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Listen later on Spotify:

https://t.co/mfoyJrofyD

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$NBIS or $CRWV? Comparing top AI stocks!

also:
✅ $SPCX just repriced datacenter deals
✅ Anthropic IPO update https://t.co/jhfZ74gIsk

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@BitfuryGeorge would love to have you talk about this on @blockspace

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Truist sees $CRWV & $NBIS shorter duration deals priced at $40-50M per megawatt 👀

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$IREN will release its Q1 fiscal 2027 financial results on November 5, 2026

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$IREN establishes IREN Europe with planned 300 MW data center in Spain 👀

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Watch on YouTube 👇

https://t.co/IggojRj59s

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PHP is down, but Blockspace LIVE is not.

• Inside Meta's Q3 Earnings 💸
• 3 Takeaways from NVIDIA GTC Berlin 🇩🇪
• Cybersecurity in the age of AI 🤖

https://t.co/RAYFoH1p6q

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JENSEN HUANG ON NEOCLOUDS:

“Demand is really high, they just need working capital. Everything else will get solved when demand is high.”

$IREN $NBIS $CRWV $SPCX

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@brianfry01 @g_duerksen followed!

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Watch the full video on our YouTube 👇

https://t.co/xoyjgE0GLZ

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🚨 $SLNH on joint venture with $APLD

• 50 MW AI data center JV
• Majority lease by ChronoScale $CHRN
• Deal economics split 51/49

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$KEEL will report third-quarter 2026 financial results on November 5, 2026, before the market opens.

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$KEEL CEO Ben Gagnon targeted 3 HPC leases by end of year 2026

Just over two months left in the year to get that done 👀

KEEL -30% this month

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🚨ELON SAYS $SPCX BUILDS 20 GW NEXT YEAR

That’s $800B of NVIDIA chips, more than NVIDIA's entire revenue. Is the math adding up?

$NBIS $CRWV $IREN

[Blockspace @blockspace]

$SLNH CEO John Belizaire on how the partnership with Applied Digital $APLD came to life:

“A lot of this was triggered by the recent happenings in Texas with ERCOT and the fact that we had firm power with base load access.”

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@carmenli @JensenHuang 🔥🚒

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$SLNH @SolunaHoldings CEO @jbelizaireCEO joins us on the live show today talking about their joint venture with @APLDdigital

also:
☑️ $IREN 300MW in EU (Spain)
☑️ $SPCX massive earnings: $1 trillion revenue in 2027?

https://t.co/yuHEXq3Cpa

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Join here 👇
https://t.co/3eXBQ0YoT9

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$SLNH CEO @jbelizaireCEO is joining us LIVE today at 1:00 PM

Soluna is fresh off a strategic partnership with Applied Digital $APLD recently announced this morning