Blockspace
@blockspace
Compute's daily show. Covering the companies financing, powering, and building the AI infrastructure boom.
Live weekdays at 1p EST
223 Following 13K Followers
NEW @GwartyGwart w/ @ccatalini: Open source models & AI value accrual
"If intelligence is really becoming cheap, commodified... then there's going to be a new bottleneck. And I think people in crypto should be excited about this because that bottleneck turns out to be verification."
Brought to you by @ellipsis_labs
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The United States will need over 100 gigawatts of data center capacity by 2030
The companies powering that demand are offering a discount:
$NBIS $175 from $300
$CRWV $73 from $138
$IREN $33 from $70
$CIFR $17 from $30
$WULF $18 from $30
$CLSK $13 from $19
$NUAI $4 from $7
$KEEL $4 from $7
$HUT $90 from $140
$GLXY $21 from $36
$WYFI $25 from $47
$SHAZ $63 from $97
$BTDR $11 from $21
$MARA $10 from $16
$RIOT $18 from $30
$APLD $26 from $51
$HIVE $3 from $5
$CORZ $20 from $30
$SLNH $1 from $2
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Kimi challenging Anthropic & OpenAI is a blessing for consumers says @carmenli
"I want to see a vibrant ecosystem from a chip design houses layer to a model layer"
Compute Exchange launches secondary marketplace for $NVDA data center GPUs⚡️
The company is expanding beyond reserved compute capacity as organizations are seeking lower-cost hardware for AI workloads
The newest product compliments sister company, Silicon Data, a data firm working on real-time GPU pricing
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We don't know if robots are conscious, but we do know they have subjective experiences says @BradyDale.
"You can see examples of intelligence of stuff that is definitely not alive"
Brady says that the important thing "is that we get AIs that want to work *with* us"
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Are robots conscious? Discussing with @BradyDale right now 🤖
also:
☑️ Goldman Sachs momentum crash
☑️ @SolunaHoldings hires MSFT exec
☑️ Arizona ending datacenter program?
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JUST IN: @carmenli's Compute Exchange to add secondary market for GPUs sales, focusing on A100 and H100 units.
Li also helms @Silicon_Data, an index and benchmark provider for real-time GPU prices.
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$GLXY: Galaxy Digital signs 15-year stadium agreement with the Texas Tech Red Raiders
The deal is worth $75 million over 15-years for the naming rights with Texas Tech Athletics, renaming the university’s football venue Galaxy Stadium beginning in 2026
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$GLXY: Data centers are in the early innings of a massive opportunity ⚡️
Global data center demand is set to grow 167% from 82 gigawatts in 2025 to 219 gigawatts in 2030
Galaxy Helios is approved for over 1.6 GW of capacity and looking to scale up to 3.4 GW
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AI transparency is "weird PR right now" says @BradyDale
"[Anthropic] is being more honest about it right now... they're the only ones saying it out loud."
Are robots conscious? Discussing with @BradyDale right now 🤖
also:
☑️ Goldman Sachs momentum crash
☑️ @SolunaHoldings hires MSFT exec
☑️ Arizona ending datacenter program?
Show more
Are robots conscious? Discussing with @BradyDale right now 🤖
also:
☑️ Goldman Sachs momentum crash
☑️ @SolunaHoldings hires MSFT exec
☑️ Arizona ending datacenter program?
Show more
$SLNH: Soluna Holdings appoints former Microsoft executive Ryan Carver as Chief Development Officer
Carver will be responsible for the entire lifecycle of Soluna’s AI/HPC data-center platform and report directly to CEO John Belizaire
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JUST IN: Soluna Holdings surpasses 1 GW of clean computing projects with launch of two new Texas sites focused on Bitcoin and AI:
⚡ Project Fei: 100 MW solar-powered
⚡ Project Gladys: 150 MW wind-powered
⚡ Backed by global energy investors, part of a 2.8 GW renewable pipeline
$SLNH @SolunaHoldings
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$SPCX is teetering at it's IPO price of $135 with the first round of investor unlocks looming.
"I'd love to own SpaceX in 5 years, but I don't want to own it today at 100x price to earnings with 96% of shares yet to be unlocked" - @cbspears
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Australian neocloud $SHAZ announced a new 5-year cloud deal this morning worth $1.32 billion
The stock immediately popped 15% on the news release
Sharon AI is now trading -4% today 👀
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Neocloud/HPC Infrastructure YTD Performance:
🟢 $NBIS +146%
🟢 $WYFI +137%
🟢 $SHAZ +121%
🟢 $HUT +105%
🟢 $KEEL +77%
🟢 $WULF +75%
🟢 $RIOT +52%
🟢 $CORZ +50%
🟢 $MARA +32%
🟢 $HIVE +20%
🟢 $CLSK +17%
🟢 $CIFR +38%
🟢 $NUAI +38%
🟢 $APLD +15%
🟢 $BTDR +9%
🟢 $CRWV +5%
🟢 $GLXY +3%
🔴 $IREN -0.20%
🔴 $SLNH -6%
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$IREN has made three new hires this month as it scales its AI Cloud platform:
• Kambiz Aghili – Chief Product Officer (ex-Oracle Cloud Infrastructure VP of Products)
• Michael Nudelman – Chief Development Officer (ex-Google data center & energy strategist)
• Eric Hammersley – Chief Information Security Officer (ex-NVIDIA, Nutanix, U.S. DoD)
Bringing in talent from hyperscalers
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$IREN has achieved Nvidia Exemplar Cloud status on Nvidia B300 infrastructure
Other neoclouds to achieve exemplar cloud status:
$NBIS: H200 & GB300
$CRWV: H100 & GB200
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Neocloud/HPC Infrastructure YTD Performance:
🟢 $NBIS +146%
🟢 $WYFI +137%
🟢 $SHAZ +121%
🟢 $HUT +105%
🟢 $KEEL +77%
🟢 $WULF +75%
🟢 $RIOT +52%
🟢 $CORZ +50%
🟢 $MARA +32%
🟢 $HIVE +20%
🟢 $CLSK +17%
🟢 $CIFR +38%
🟢 $NUAI +38%
🟢 $APLD +15%
🟢 $BTDR +9%
🟢 $CRWV +5%
🟢 $GLXY +3%
🔴 $IREN -0.20%
🔴 $SLNH -6%
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$GLXY: Data centers are in the early innings of a massive opportunity ⚡️
Global data center demand is set to grow 167% from 82 gigawatts in 2025 to 219 gigawatts in 2030
Galaxy Helios is approved for over 1.6 GW of capacity and looking to scale up to 3.4 GW
Show more
$IREN has achieved Nvidia Exemplar Cloud status on Nvidia B300 infrastructure
Other neoclouds to achieve exemplar cloud status:
$NBIS: H200 & GB300
$CRWV: H100 & GB200
Show more
NEW @gwartygwart show w/ @ivo_crnkovic: Next-Gen Prediction Markets
"We're allowing price discovery on things that don't have oracles because perps are going to win things with oracles."
Brought to you by @ellipsis_labs
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Did Saylor fly too close to the sun? Live now!
▫️ $HIVE $100m & 10k GPUs
▫️ $GLXY new site + Jane Street
▫️ Rebellion against Saylor?
▫️ @DMND_Sv2 first block
▫️ $STRC to $70
guests: @GwartyGwart & @bitentrepreneur
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NEW @gwartygwart w/ @ethanmarcus: Solving the liquidity silo problem
"Bitcoin markets trade upwards of $30 trillion a year basically entirely through trusted custodial intermediaries."
also:
- solana & stables
- why @flashnet moved on from Lightning
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