Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
| Episode | Date |
|---|---|
|
SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site
|
Oct 21, 2026 |
|
IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising
|
Oct 20, 2026 |
|
CoreWeave Price Targets, AI Financing Risks, 2027’s 50 GW Buildout Forecast
|
Oct 19, 2026 |
|
Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic
|
Oct 18, 2026 |
|
SpaceX's Tesla Merger (and Flying Car), the Bull Case for CoreWeave, AI Isn't Stressing the TX Grid Yet
|
Oct 16, 2026 |
|
Anthropic Q3 Financials, Nebius vs. CoreWeave Stock Ratings, Hyperscalers Will Gobble Up Neoclouds
|
Oct 15, 2026 |
|
AI Stock Selloff and CRWV’s Debt, IREN Proposes 900 MW Aussie Site, Keel’s New 80 MW Site
|
Oct 14, 2026 |
|
Cipher Digital’s $850M Convert, Goldman Sachs SpaceX Price Target, AMD’s Fermi Backstop
|
Oct 13, 2026 |
|
IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market
|
Oct 12, 2026 |
|
OpenAI’s $70B ARR Explained, Firmus Scraps $5.5B IPO, SpaceX Comes for Your Phone Plan
|
Oct 09, 2026 |
|
Applied Digital Earnings, SpaceX Seeks $40B Debt Raise, Protests Erupt Over SpaceX Colossus Site
|
Oct 08, 2026 |
|
Wells Fargo Buy Ratings, How Rates Will Affect AI CAPEX, Applied Digital’s 1 GW Finland Site
|
Oct 07, 2026 |
|
Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model
|
Oct 06, 2026 |
|
TeraWulf Expands Muskie to 1 GW and SpaceX Mulls TSMC for Terafab
|
Oct 05, 2026 |
|
How SpaceX Hit $121B in AI Cloud Deals. Plus, Crusoe’s Project Hyper Expansion
|
Oct 02, 2026 |
|
Anthropic's IPO Analysis, Cipher's Site Extension & Building Compute Markets
|
Sep 30, 2026 |