@blockspace

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

 space datacenter supercluster
xitter.cf/i/chat/group_join/g2100594465358397497/brU33A9YOl
Joined February 2018
  • Tweets7K
  • Following249
  • Followers14.1K
2.7KMedia
Compute & AI Infrastructure’s Daily News: Get updates on data center stocks, HPC, and news impacting the AI trade 5x per week! Join the Blockspace newsletter 👇 $IREN $CLSK $NBIS $GLXY $CIFR $KEEL newsletter.blockspacemedia.c…

Home | Blockspace

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

newsletter.blockspacemedia.com
3
4
2
23
207,952
$KEEL will report third-quarter 2026 financial results on November 5, 2026, before the market opens.
Blockspace
@blockspaceOct 15
$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
1
6
835
🚨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
4
1
1
14
1,777
$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.”
🤝 Paid partnership
11
7
71
5,760
$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? xitter.cf/i/broadcasts/1NGarogMr…
0:00

Blockspace

$IREN 300MW Europe | $SLNH CEO John Belizaire | $SPCX $1 trillion revenue in 2027

3
3
1
20
5,602
$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
8
2
45
7,572
Join here 👇 youtube.com/live/016-1sdurR4…

SpaceX Earnings: $1 trillion revenue by 2027?

Compute's daily live show | 1P EST every weekdayBlockspace covers...

youtube.com
2
7
921
$SLNH FORMS STRATEGIC PARTNERSHIP WITH $APLD The companies will develop a 50 MW Wind-Powered AI Data Center in Texas. Applied is expected to supply development capital, while Soluna would contribute land and power-related assets for a 49% stake.
1
11
2
123
4,542
$IREN establishes IREN Europe with planned 300 MW data center in Spain 👀
Blockspace
@blockspaceOct 18
$IREN NEW OFFICIAL SPONSOR OF REAL MADRID
3
9
1
166
5,586
$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.
9
5
1
106
21,696
Join our insiders chat for a great community on AI/HPC: $IREN $NBIS $CIFR $HUT $WULF $SLNH $GLXY xitter.cf/i/chat/group_join/g210…

X. It’s what’s happening

From breaking news and entertainment to sports and politics, get the full story with all the live commentary.

x.com
1
1,217
$CIFR announced it will release its third quarter 2026 financial results before market open on Monday, November 2nd, 2026. The company will host a conference call and webcast that day at 8:00 a.m. Eastern Time.
8
12
4
202
21,130
Follow and turn on notifications to watch the livestream here on our X handle 🔔
1,152
SPACEX Q3 2026 EARNINGS LIVESTREAM xitter.cf/i/broadcasts/1AxRnZOaL…
0:00

Blockspace

SPACEX Q3 2026 EARNINGS LIVESTREAM

10
2,369
Bernstein: The former Bitcoin miners have access to ~32 GW of planned power ⚡️ $IREN leads the pack with 5.8 GW followed by $CIFR (~4 GW), $HUT (~4 GW), and $WULF (~3.6 GW)
4
3
3
62
6,462
$IREN x $MSFT deal delay rumors 👂 (are they real?) also: ☑️ $APLD $CORZ $CIFR project cost overruns ☑️ Data Center CapEx cycle over? Guests: @aaron_renn + John Todaro w/ Needham & Co xitter.cf/i/broadcasts/1qGoNYDop…
0:00

Blockspace

IREN & Microsoft site update (delayed?) | Aaron Renn | Needham on $APLD $CORZ $CIFR

8
1
1
18
28,327
🚨 DEMAND FOR DATA CENTER CONSTRUCTION “I don’t think most commentators in AI realize how deep this bottleneck goes.” $IREN $CIFR $WULF $CRWV $NBIS $GLXY $HUT $SLNH
1
2
50
4,960
Piper Sandler LOWERS price target for 4 former Bitcoin miners: 🔻 $RIOT PT $19 (from $25) 🔻 $MARA PT $11 (from $13) 🔻 $HUT PT $123 (from $143) 🔻 $GLXY PT $25 (form $33)
3
14
1,750
$SLNH shareholders elected Dan Golding to the Board of Directors at the annual meeting held October 16, 2026. Golding has served on Soluna's Advisory Board since November 2023, helping guide its approach to renewable-powered AI infrastructure. He brings more than 30 years of experience in data centers and digital infrastructure, including leadership roles at Google and Iron Mountain. He currently serves as Chief Technology Officer at ASG, formerly Appleby Strategy Group.
Blockspace
@blockspaceOct 5
$SLNH CEO John Belizaire on Soluna’s business model at the WTR insights conference ⚡️ “From an operator's perspective, it's really about we're changing the business that we're going to be in. We now have integrated campuses where we own the power. We have control of the land generation interconnection and the computing infrastructure.”
5
1
43
3,973
🚨 JPMorgan says buy $CRWV The firm believes the current concerns are overdone relative to CoreWeave’s fundamentals and robust data center demand
1
22
1,390
$BTC HASHRATE BACK ABOVE 1 ZH ⚡️ Hashprice at $36.75, well above the sub-$30s pain from the Texas heat/4CP period. Difficulty 140.58T. While everyone’s focused on $CRWV fears, the network is quietly recovering. Bitcoin is coming back and most people aren’t talking about it yet.
2
3
1
19
1,625
Load more