Episode Details
Back to Episodes
Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal
Description
Welcome back to The Blockspace Podcast! Stocks are ripping, so we open today with a stock price update on Hut 8, Galaxy Digital, IREN, and others. From there, we unpack Morgan Stanley’s latest AI stock report, where the bank forecasts a 34% deficit in available power through 2028 as GPU advancements outpace power supply in the US. Plus, Jay Patel of Lygos Finance joins us to discuss the Fed’s rate hike and what it means for BTC, and we cover Amazon Web Services blocking Meta’s Muse AI agent and why NewEra surged 30% today on news of its 207 MW Vista PPA.
Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.
Subscribe to our newsletter to receive updates for all of our shows and content.
We’ll be in Las Vegas from Sept 28-30 for Yotta 2026 – we hope to see you there! Use code BLOCKSPACE20 at checkout for 20% off.
👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor!
👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.