Blockspace Media

Blockspace Media Bitcoin's industry publication. Follow for the best information in Bitcoin tech, assets and mining.

09/08/2026

Governor Abbott has initiated an audit of ERCOT. This action appears to be a political response to public and legislative pressure surrounding data center development, particularly in light of the upcoming election.

09/08/2026

Luxor's Kaan Farahani explains what their new GPU cluster dashboard reveals.

First, the B300 commands a 1.6x premium over the H100, a narrower gap than its performance increase. This suggests H100 supply is still plentiful compared to B300. Second, refurbished H100 nodes are 24% cheaper than new ones, indicating market depreciation and warranty value.

09/02/2026

Senator Wyden has outlined a proposal to implement a low single-digit excise tax on the gross receipts of tech companies. This includes ending tax incentives for server equipment and economically distressed communities, aiming to influence data center construction.

09/02/2026

Many investors have withdrawn capital from the sector, awaiting election outcomes and regulatory clarity. Some names are becoming discounted relative to their signed leases. While aggressive buying typically occurs during periods of fear, the current market sentiment is predominantly in a wait-and-see mode.

09/02/2026

Political risks are impacting the data center sector, leading investors to discount parts of the industry. Uncertainty is growing around near-term projects and energization schedules, particularly in Texas. Transmission line developments and regulatory issues in various states are prompting investors to scrutinize pipeline data more closely.

09/02/2026

Many advocating for data center moratoriums have significant personal investments in data center stocks. Millions in disclosures reveal a belief in the economic potential, contrasting with their public calls for regulation. This discrepancy raises questions about their motives.

09/01/2026

Elon Musk's plan to leverage SpaceX's engineering might for AI data centers. By drastically cutting generator lead times, they can provide raw compute power to companies like Anthropic and OpenAI, potentially generating billions in revenue beyond energy sales.

08/31/2026

Recent Bitcoin ETF inflows show a significant increase. This video explores the buyers behind this trend and what it means for institutional adoption and Bitcoin's future as a hedge.

08/31/2026

Financial analysts are examining Bitcoin's recent rally. They're looking at its correlation with gold and key macroeconomic factors. The discussion highlights Bitcoin's potential as a hedge against poor fiscal policy, viewing the current trend as strong validation.

08/31/2026

Current interest rate policies haven't been enough to control inflation. Price levels have been high for three years without significant progress. With AI infrastructure spending potentially increasing price pressure, the bond market is reacting to the potential need for higher future rates to manage inflation.

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