William Foxley

Will is the co-founder of Blockspace Media and host of The Mining Pod, the #1 show in Bitcoin mining.

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, +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, +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, +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, +1

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, +1

Pennsylvania tightens AI data center rules. Plus, Crusoe eyes an IPO

Aug 18, 2026

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1 min read

Pennsylvania tightens AI data center rules. Plus, Crusoe eyes an IPO

New requirements land in Pennsylvania as WhiteFiber, Nebius, and Crusoe make moves.

William Foxley

OpenAI's 10 GW NVDA backstop. Plus, HIVE signs $350M deal

Aug 17, 2026

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2 min read

OpenAI's 10 GW NVDA backstop. Plus, HIVE signs $350M deal

Nvidia is backing OpenAI’s massive Ohio campus as HIVE accelerates its GPU cloud expansion.

William Foxley

Compute as a commodity? Plus, Hut 8's Beacon Point hopes

Aug 14, 2026

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3 min read

Compute as a commodity? Plus, Hut 8's Beacon Point hopes

And Core Scientific closed +400 MW this week.

William Foxley

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, +1

CoreWeave joins the show. Plus, Nebius revenue jumps

Aug 12, 2026

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3 min read

CoreWeave joins the show. Plus, Nebius revenue jumps

Nebius raised its power target as customer prepayments funded expansion, while CoreWeave accelerated its 8 GW buildout.

William Foxley

Riot’s $1 billion Corsicana pitch. Plus, ERCOT heeds the call

Aug 11, 2026

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2 min read

Riot’s $1 billion Corsicana pitch. Plus, ERCOT heeds the call

One tenant is negotiating for Riot’s entire 756 MW campus as Texas regulators prepare for Greg Abbott's data center audit.

William Foxley

KEEL slows its lease clock. Plus, Riot inks Rockdale deal

Aug 10, 2026

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2 min read

KEEL slows its lease clock. Plus, Riot inks Rockdale deal

KEEL prioritizes tenant quality over year-end announcements as permits remain outstanding across its three priority sites.

William Foxley

Why Hut 8's CEO likes TX's data center pause. Plus, MARA targets two AI leases

Aug 7, 2026

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3 min read

Why Hut 8's CEO likes TX's data center pause. Plus, MARA targets two AI leases

Trump is at odds with his fellow republicans on data centers, though.

William Foxley

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, +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, +1

Bitdeer's Anthropic lease? Plus, earnings land for Cipher and Hut 8

Aug 4, 2026

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3 min read

Bitdeer's Anthropic lease? Plus, earnings land for Cipher and Hut 8

Bitdeer signs a $4.7B Norway lease potentially tied to Anthropic as Cipher and Hut 8 report earnings.

William Foxley

DeepSeek goes gigawatt. Plus, Wall Street lifts WULF and CLSK

Aug 3, 2026

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3 min read

DeepSeek goes gigawatt. Plus, Wall Street lifts WULF and CLSK

Cheaper AI could drive more compute demand as DeepSeek targets 1 GW and analysts re-rate TeraWulf and CleanSpark.

William Foxley

Everyone is short compute. Plus, Hut 8's 500 MW Illinois site stalls

Jul 31, 2026

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3 min read

Everyone is short compute. Plus, Hut 8's 500 MW Illinois site stalls

GPU rental forward curves have flipped into contango, and used H100 prices have nearly doubled since April, today's guests say.

William Foxley

Leo gets liquidated. Plus, Amazon earnings

Jul 30, 2026

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2 min read

Leo gets liquidated. Plus, Amazon earnings

July 30, a day that will go down in financial history: the day Situational Awareness was liquidated.

William Foxley

Feb 20, 2026

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7 min read

Bitcoin FIBRE network is back

It’s been over 12 years since first development, and 6 years since anyone has dusted off the codebase for this legacy Bitcoin project. But its finally back, thanks to a new Bitcoin hub on the Western Coast of the USA called “localhost research.”