Blockspace @blockspace
Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST newsletter.blockspacemedia.com space datacenter supercluster Joined February 2018-
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SemiAnalysis ClusterMAX 3.0: $IREN land acknowledgement: “Perhaps the most stunning part of the article and a complete non sequitur… I have no idea why you’re putting this in the analysis unless you just want to punch down.”
@FransBakker9812 @smatthewschultz Check out the clip from the show today: x.com/blockspace/sta…
SemiAnalysis ClusterMAX 3.0: $IREN land acknowledgement: “Perhaps the most stunning part of the article and a complete non sequitur… I have no idea why you’re putting this in the analysis unless you just want to punch down.”
The world's largest advisory firm prefers $IREN over $CRWV and $NBIS. Rothschild gives SELL ratings to CoreWeave and Nebius and says "IREN is basically a bargain compared to these other two companies"
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.com
YOTTA 2026 If you are in Vegas next week for Yotta, join @hyperbolic_labs and Blockspace for a happy hour Limited spots available 👇 luma.com/nyni7a1c
Morgan Stanley’s $SPCX $300 price target: Space, Connectivity, AI: • Space - $8 • Connectivity - $118 • X & Grok - $8 • Enterprise AI - $165 SpaceX and $TSLA share tech, talent, and infrastructure in a shared mission of converting energy to intelligence
🚨 WHY $SPCX WILL DOUBLE: Morgan Stanley sees 99% upside in SpaceX with a $300 price target, believing the next decade of AI value creation will be decided by who can build, power, connect, and instrument AI in the physical world.
@ts_fisher thank you for joining, Travis!
$ORCL down 5% as $165 billion Project Jupiter may declare Force Majeure. It's officially the worst performing tech stock of the S&P 500 📉 also: ☑️ @Lempheter's drones show how $CIFR's leases are going @raadlabs ☑️ @hash_bender @luxor AI announcement ☑️ @SemiAnalysis_ ClusterMAX (or Cluster F?) x.com/i/broadcasts/1…
$165 billion $ORCL project in crisis | Datacenter drones w/ RAAD | ClusterMAX | Luxor AI x.com/i/broadcasts/1…
Industrial scale service for datacenters (100MW+) often have 5-10 years to wait for service, and there's only one utility they can buy power from. "You're trying to tell the fastest moving sector in America that they have to wait a decade for service, that's the same thing as 'no'" says @ts_fisher of @CatoInstitute Travis says the solution is to cut the red tape and "let the companies build their own power"
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.com
🚨 WHY $SPCX WILL DOUBLE: Morgan Stanley sees 99% upside in SpaceX with a $300 price target, believing the next decade of AI value creation will be decided by who can build, power, connect, and instrument AI in the physical world.
@FransBakker9812 @smatthewschultz Scroll our media feed on X and check out a few recent IREN posts. I think that will change your mind. Also see our (unpaid) quarterly livestream watch party for IREN. It's our #1 viewed livestream every quarter with >10K combined views on X & YouTube.
@FransBakker9812 @smatthewschultz We do this dance every time SemiAnalysis publishes the report. Your issue is with them, not us.
Watch the full clip on YouTube 👇 youtube.com/watch?v=QisEIT…
@FransBakker9812 @smatthewschultz Calm please. We are covering the Rothschild report here. No need for stray bullets
SemiAnalysis with harsh words for $IREN labeling their Prince George site as “completely bad” and notorious for unreliability. “Maybe their other sites are better but the TogetherAI site at IREN Prince George is completely bad.”
$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”
@justinintime00 @SemiAnalysis_ Wow, good eye! The deer edges out the Aussies
$IREN ranked 'underperforming' on new SemiAnalysis neocloud 'ClusterMAX 3.0' ratings 😳
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