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Colin Harper
Colin Harper

Editor-in-Chief of Blockspace Media

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ERCOT's Batch Zero classifications finally arrive

Sep 4, 2026

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3 min read

ERCOT's Batch Zero classifications finally arrive

Plus, Jane Street is building an in-house AI cloud segment for its trading business

Colin Harper
Colin Harper
Which sites will benefit from CIFR's 2.5GW gas pipeline?

Sep 3, 2026

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3 min read

Which sites will benefit from CIFR's 2.5GW gas pipeline?

Cipher is building 2.5 GW of behind-the-meter gas to expedite sites for 2027.

Colin Harper
Colin Harper
What's a fair price for SB Energy's IPO?

Sep 2, 2026

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3 min read

What's a fair price for SB Energy's IPO?

Reuters reported that some bankers think the Stargate partner could fetch a $50B valuation.

Colin Harper
Colin Harper
Anti-AI politicians are getting hilariously rich with AI stocks. Plus, Anthropic's $35B deal

Sep 1, 2026

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4 min read

Anti-AI politicians are getting hilariously rich with AI stocks. Plus, Anthropic's $35B deal

These politicians stand against data centers publicly, but their portfolios tell a different story.

Colin Harper
Colin Harper
What PUCT's transmission approval means for CORZ, IREN, and CIFR

Aug 31, 2026

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3 min read

What PUCT's transmission approval means for CORZ, IREN, and CIFR

Texas' first 765 kV line has bullish ramifications for CORZ, CIFR, and IREN.

Colin Harper
Colin Harper
Inside IREN's FY26 earnings. Plus, X targets anti-data center Chinese bots

Aug 28, 2026

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3 min read

Inside IREN's FY26 earnings. Plus, X targets anti-data center Chinese bots

As IREN eyes $25-30B CAPEX in FY27, analysts asked what financing they will tap.

Colin Harper
Colin Harper
What Trump's energy EO actually means. Plus, IREN's FY26 earnings

Aug 27, 2026

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3 min read

What Trump's energy EO actually means. Plus, IREN's FY26 earnings

The DOE will start screening for cybersecurity threats in critical grid infrastructure.

Colin Harper
Colin Harper
NVIDIA's data center revenue hits $89B. Plus, Anthropic commits $45B to Nscale

Aug 26, 2026

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3 min read

NVIDIA's data center revenue hits $89B. Plus, Anthropic commits $45B to Nscale

A $96 billion quarter, a six-year compute deal, and Oklahoma keeps Google's tax break intact.

William Foxley
Colin Harper
William Foxley, +1
Needham maps Texas risk. Plus, Jim Bianco says higher rates won't break AI.

Aug 25, 2026

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3 min read

Needham maps Texas risk. Plus, Jim Bianco says higher rates won't break AI.

Batch Zero isn't the only risk, Needham says -- new transmission lines are, too.

William Foxley
Colin Harper
William Foxley, +1
Inside TeraWulf's 482 MW approval in KY. Plus, GPU curtailment in TX

Aug 24, 2026

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3 min read

Inside TeraWulf's 482 MW approval in KY. Plus, GPU curtailment in TX

Kentucky approved TeraWulf’s Justified power agreement as Luxor demonstrated sub-second GPU curtailment in Texas.

William Foxley
Colin Harper
William Foxley, +1
Everyone hates data centers. Plus, KEEL's PA response

Aug 21, 2026

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2 min read

Everyone hates data centers. Plus, KEEL's PA response

Also, a fresh $75 Applied Digital target, and Citadel unwinds 80% of the Situational Awareness book.

William Foxley
Colin Harper
William Foxley, +1
Clarity comes to ERCOT's Batch Zero. Plus, Ionic Digital's Q2 earnings

Aug 20, 2026

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3 min read

Clarity comes to ERCOT's Batch Zero. Plus, Ionic Digital's Q2 earnings

HUT, GLXY, CLSK, and CIFR could receive conditional base load clearance by the end of this month.

Colin Harper
Colin Harper
Shapiro's EO, and what it means for Keel. Plus, Bitdeer's second deal

Aug 19, 2026

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5 min read

Shapiro's EO, and what it means for Keel. Plus, Bitdeer's second deal

And the CFTC is seeking comment on compute exchange contracts.

Colin Harper
William Foxley
Colin Harper, +1
Keel CEO joins the show. Plus, IREN goes live with 50 MW for MSFT

Aug 13, 2026

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4 min read

Keel CEO joins the show. Plus, IREN goes live with 50 MW for MSFT

Ben Gagnon didn't confirm that Keel will sign 3 leases this year -- but he didn't exactly rule it out, either.

William Foxley
Colin Harper
William Foxley, +1
MARA eyes 4.8 GW. Plus, CleanSpark begins funding Sandersville

Aug 6, 2026

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3 min read

MARA eyes 4.8 GW. Plus, CleanSpark begins funding Sandersville

Mining revenue fell at MARA and CleanSpark as both operators committed more capital to pursue AI.

William Foxley
Colin Harper
William Foxley, +1
A sit down with WULF's CFO. Plus, SpaceX eyes 10 GW

Aug 5, 2026

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3 min read

A sit down with WULF's CFO. Plus, SpaceX eyes 10 GW

TeraWulf's AI leases produced 71% of the company's revenue as its contracted AI portfolio reached $26.8 billion.

William Foxley
Colin Harper
William Foxley, +1
Is Strategy selling bitcoin?

May 8, 2026

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4 min read

Is Strategy selling bitcoin?

When "never sell" meets market reality

Colin Harper
Charlie Spears
Colin Harper, +1
“Tune in, freak out, get beaten”: 3 takeaways from Bitcoin 2026

May 1, 2026

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4 min read

“Tune in, freak out, get beaten”: 3 takeaways from Bitcoin 2026

It's a bear market, but don't tell the Bitcoin 2026 folks about it...

Colin Harper
Colin Harper
Do institutions want to control Bitcoin's quantum upgrade?

Apr 24, 2026

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4 min read

Do institutions want to control Bitcoin's quantum upgrade?

Will more than a trillion at stake, how will BlackRock play BTC's quantum threat?

Colin Harper
Colin Harper
Why Iran loves BTC

Apr 10, 2026

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8 min read

Why Iran loves BTC

The devil is in the sanctions.

Colin Harper
Colin Harper
What Google's quantum paper means for BTC

Apr 3, 2026

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8 min read

What Google's quantum paper means for BTC

We've seen the theory, but where's the practice?

Colin Harper
Charlie Spears
Colin Harper, +1
How to make your 1st agentic payment

Mar 27, 2026

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8 min read

How to make your 1st agentic payment

The robots are in control of your wallets now

Colin Harper
Charlie Spears
Colin Harper, +1
Inside BlockFills' bankruptcy

Mar 20, 2026

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7 min read

Inside BlockFills' bankruptcy

We pored through court documents so you don't have to

Colin Harper
Colin Harper
How the Iran war could help some BTC miners

Mar 13, 2026

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9 min read

How the Iran war could help some BTC miners

How higher oil costs could actually lower OPEX costs for some BTC miners

Colin Harper
Colin Harper
A crazy new approach to upgrade BTC

Mar 6, 2026

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9 min read

A crazy new approach to upgrade BTC

How a solo miner is pushing the envelope on Bitcoin consensus.

Colin Harper
Charlie Spears
Colin Harper, +1
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