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Semiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths
Description
Welcome back to The Blockspace Podcast! Today for our lead story, we cover the latest Nvidia chip smuggling crackdowns in Taiwan, and then we hop into an interview with Udi Wertheimer of Taproot Wizards to discuss the current state of Ethereum, and why one of its chief proponents sold his entire bag of ETH. Then, Haley Thompson, Director of Energy at Luxor, joins us to talk about how the Iran War is impacting energy markets in the U.S.. Plus, we analyze Google's 200MW solar PPA in Oklahoma, concerns with Strategy’s STRC, and debunk the viral criticisms surrounding AI data center water usage.
Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector.
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