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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
- 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
- $CORZ DATA CENTER UPDATE: Core Scientific CEO @_Adam_Sullivan1 shares an update on the company’s Denton campus which will support 260 MW of critical IT capacity Stock is up over 60% YTD 📈
00:00
07:46$CORZ drops 9% as no new AI/HPC deals announced in Q1 earnings this week. @Core_Scientific *did* announce an acquisition of 440MW site in Oklahoma from Polaris Technologies for an AI/HPC expansion. - One 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
00:00 - $APLD adds 210MW of critical IT load bringing total contracted revenue to $36 billion This brings Applied Digital to 5 AI sites and the THIRD with this same hyperscaler. We don't know the state (undisclosed) or the tenant (undisclosed) Who is it? 🤔
00:00Tap in, we're live! - Amazon is @CipherInc new tenant - @SpaceX AI satellite specs - @APLDdigital 210MW deal See you on the stream 🚀 x.com/i/broadcasts/1… 
00:00- $CIFR inks 3rd AI tenant deal with none other than AWS. But the real story is that the $810 million senior secured notes are at 6%. @RHouseResearch notes that credit spreads are plummeting across the board. "The credit on these notes is getting really attractive"
00:00Tap in, we're live! - Amazon is @CipherInc new tenant - @SpaceX AI satellite specs - @APLDdigital 210MW deal See you on the stream 🚀 x.com/i/broadcasts/1… - Investment bank B. Riley raises $APLD price target to $66 from $53 and reiterates its “BUY” rating ⚡️ Applied Digital announced its fifth AI data center campus lease, carrying $5.2 billion in base-term contracted revenue, or roughly $12.7 billion with renewal options over a
