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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…

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

newsletter.blockspacemedia.com
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JENSEN HUANG ON NEOCLOUDS: “Demand is really high, they just need working capital. Everything else will get solved when demand is high.” $IREN $NBIS $CRWV $SPCX
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🚨 $SLNH on joint venture with $APLD • 50 MW AI data center JV • Majority lease by ChronoScale $CHRN • Deal economics split 51/49
🤝 Paid partnership
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Watch the full video on our YouTube 👇 youtu.be/E3kIVIW44w0

Soluna's Deal With Applied Digital (CEO Interview)

Soluna has partnered with Applied Digital to construct a 50-megawat...

youtube.com
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$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
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🚨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 $IREN
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$SLNH CEO John Belizaire on how the partnership with Applied Digital $APLD came to life: “A lot of this was triggered by the recent happenings in Texas with ERCOT and the fact that we had firm power with base load access.”
🤝 Paid partnership
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$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…
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Blockspace

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

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$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
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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
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$SLNH FORMS STRATEGIC PARTNERSHIP WITH $APLD The companies will develop a 50 MW Wind-Powered AI Data Center in Texas. Applied is expected to supply development capital, while Soluna would contribute land and power-related assets for a 49% stake.
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$IREN establishes IREN Europe with planned 300 MW data center in Spain 👀
Blockspace
@blockspaceOct 18
$IREN NEW OFFICIAL SPONSOR OF REAL MADRID
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$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.
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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
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$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.
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Follow and turn on notifications to watch the livestream here on our X handle 🔔
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SPACEX Q3 2026 EARNINGS LIVESTREAM xitter.cf/i/broadcasts/1AxRnZOaL…
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Blockspace

SPACEX Q3 2026 EARNINGS LIVESTREAM

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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 $WULF (~3.6 GW)
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$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…
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Blockspace

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

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🚨 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
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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)
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