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OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan
Welcome back to The Blockspace Podcast! Today, we break down why the Financial Time’s reporting on OpenAI’s $50B ARR – $20B shy of the $70B reported …
15 hours ago
Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site
Welcome back to The Blockspace Podcast! Today, we unpack Applied Digital’s Q1 FY 2027 earnings, SpaceX’s talks for a $40B debt raise, and the chaos t…
1 day, 14 hours ago
Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
Welcome back to The Blockspace Podcast! Today, we open with an interview with Lygos Finance CEO Jay Patel to discuss how the unrelenting surge in US …
2 days, 15 hours ago
Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model
Welcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nucle…
3 days, 14 hours ago
TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab
Welcome back to The Blockspace Podcast! Today, we cover news that TeraWulf has expanded its PPA for Muskie from 500 MW to 1 GW, including what this m…
4 days, 14 hours ago
How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion
Welcome back to The Blockspace Podcast! We’re back from Yotta with a shorter episode today, where we cover SpaceX’s rise to $121B in AI cloud contrac…
1 week ago
Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets
Live from Yotta 2026!
Compute's daily live show | 1P EST every weekday
Full episodes on the Blockspace podcast:
🎙️ https://blockspace.media/podcast/
Spon…
1 week, 2 days ago