Blockspace's banner
Blockspace's profile picture

Blockspace

@blockspace • 14,100 subscribers

Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST

Shorts

Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are *livestreaming* OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are *livestreaming* OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

80,063 views

Videos

LIVE
1.2k

Anya Rossi

sweetdream.ai

SweetDream.aiSponsored•Livecam
Streaming Now

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

HD live stream
Exclusive private shows
1.2k viewers online

Free preview available • Premium content

$IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.
2:08
blockspace's profile picture

$IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.

Blockspace

21,578 views • 6 days ago

$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.
0:50
blockspace's profile picture

$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.

Blockspace

81,868 views • 1 month ago

NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇
13:27
blockspace's profile picture

NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇

Blockspace

451,613 views • 10 months ago

Mike 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
0:58
blockspace's profile picture

Mike 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

193,945 views • 5 months ago

$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
2:09
blockspace's profile picture

$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

Blockspace

15,353 views • 11 days ago

$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”
0:32
blockspace's profile picture

$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”

Blockspace

62,096 views • 1 month ago

The world's largest advisory firm prefers $IREN over $CRWV and $NBIS. Rothschild gives SELL ratings to CoreWeave and Nebius and says "IREN is basically a bargain compared to these other two companies"
2:20
blockspace's profile picture

The world's largest advisory firm prefers $IREN over $CRWV and $NBIS. Rothschild gives SELL ratings to CoreWeave and Nebius and says "IREN is basically a bargain compared to these other two companies"

Blockspace

23,126 views • 1 month ago

Jim Cramer on $KEEL: “This is the kind of thing I’m willing to blast. This is a high risk infrastructure company where I do feel something good can happen. I think Nebius, congratulations to them, you want the next Nebius though.”
0:24
blockspace's profile picture

Jim Cramer on $KEEL: “This is the kind of thing I’m willing to blast. This is a high risk infrastructure company where I do feel something good can happen. I think Nebius, congratulations to them, you want the next Nebius though.”

Blockspace

43,011 views • 3 months ago

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR
3:06
blockspace's profile picture

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR

Blockspace

110,014 views • 1 year ago

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.
39:13
blockspace's profile picture

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.

Blockspace

114,280 views • 1 year ago

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers
0:44
blockspace's profile picture

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers

Blockspace

47,024 views • 4 months ago

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group
1:07:25
blockspace's profile picture

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group

Blockspace

74,887 views • 8 months ago

$CLSK CleanSpark CEO Matthew Schultz on CNBC today discussing the company’s first AI lease with an investment-grade tech company
3:32
blockspace's profile picture

$CLSK CleanSpark CEO Matthew Schultz on CNBC today discussing the company’s first AI lease with an investment-grade tech company

Blockspace

32,449 views • 3 months ago

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.
5:00
blockspace's profile picture

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

Blockspace

56,151 views • 7 months ago

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 offering to continue Ben’s mission of bringing compute online
0:28
blockspace's profile picture

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 offering to continue Ben’s mission of bringing compute online

Blockspace

34,541 views • 4 months ago

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."
1:02
blockspace's profile picture

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."

Blockspace

40,900 views • 6 months ago

$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
4:10
blockspace's profile picture

$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

28,361 views • 4 months ago

NY, NY April 16th 🎟️
0:49
blockspace's profile picture

NY, NY April 16th 🎟️

Blockspace

39,994 views • 9 months ago

Narrative violation: Some anti-datacenter politicians are proposing datacenter tax hikes & moratoriums out of caution while simultaneously investing in datacenters themselves. Jonas Du just dropped a massive Pirate Wires piece exposing this: "I dug into some of these disclosures and I found millions and millions of dollars invested into these datacenter stocks and ETFs"
1:11
blockspace's profile picture

Narrative violation: Some anti-datacenter politicians are proposing datacenter tax hikes & moratoriums out of caution while simultaneously investing in datacenters themselves. Jonas Du just dropped a massive Pirate Wires piece exposing this: "I dug into some of these disclosures and I found millions and millions of dollars invested into these datacenter stocks and ETFs"

Blockspace

11,349 views • 1 month ago