# Blockspace > Compute's daily show. Covering AI/HPC, energy, and powered land. This file provides information about Blockspace to help large language models understand and reference this publication's content. ## Posts - [Batch Zero scoreboard. Plus, SpaceX taps rockets team for data centers](https://newsletter.blockspacemedia.com/p/batch-zero-scoreboard-plus-spacex-taps-rockets-team-for-data-centers): Cipher Digital, Core Scientific, and Ionic Digital join the ranks of Batch Zero candidates. - [Why is Anthropic saying AI has a "10%" chance of killing us all?](https://newsletter.blockspacemedia.com/p/why-is-anthropic-saying-ai-has-a-10-chance-of-killing-us-all): Yet another unforced error creates a PR crisis for AI. - [These companies have received Batch Zero base load designation](https://newsletter.blockspacemedia.com/p/these-companies-have-received-batch-zero-base-load-designation): So far, Hut 8, IREN, CleanSpark, and Soluna have good news to share with their investors. - [ERCOT's Batch Zero classifications finally arrive](https://newsletter.blockspacemedia.com/p/ercot-s-batch-zero-classifications-finally-arrive): Plus, Jane Street is building an in-house AI cloud segment for its trading business - [Which sites will benefit from CIFR's 2.5GW gas pipeline? ](https://newsletter.blockspacemedia.com/p/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. - [What's a fair price for SB Energy's IPO?](https://newsletter.blockspacemedia.com/p/what-s-a-fair-price-for-sb-energy-s-ipo): Reuters reported that some bankers think the Stargate partner could fetch a $50B valuation. - [Anti-AI politicians are getting hilariously rich with AI stocks. Plus, Anthropic's $35B deal](https://newsletter.blockspacemedia.com/p/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. - [What PUCT's transmission approval means for CORZ, IREN, and CIFR](https://newsletter.blockspacemedia.com/p/what-puct-s-transmission-approval-means-for-corz-iren-and-cifr): Texas' first 765 kV line has bullish ramifications for CORZ, CIFR, and IREN. - [Inside IREN's FY26 earnings. Plus, X targets anti-data center Chinese bots ](https://newsletter.blockspacemedia.com/p/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. - [What Trump's energy EO actually means. Plus, IREN's FY26 earnings](https://newsletter.blockspacemedia.com/p/what-trump-s-energy-eo-actually-means-plus-iren-s-fy26-earnings): The DOE will start screening for cybersecurity threats in critical grid infrastructure. - [NVIDIA's data center revenue hits $89B. Plus, Anthropic commits $45B to Nscale](https://newsletter.blockspacemedia.com/p/blockspace-daily-2026-08-26): A $96 billion quarter, a six-year compute deal, and Oklahoma keeps Google's tax break intact. - [Needham maps Texas risk. Plus, Jim Bianco says higher rates won't break AI.](https://newsletter.blockspacemedia.com/p/blockspace-daily-2026-08-25): Batch Zero isn't the only risk, Needham says -- new transmission lines are, too. - [Inside TeraWulf's 482 MW approval in KY. Plus, GPU curtailment in TX](https://newsletter.blockspacemedia.com/p/terawulf-secures-482-mw-ai-gpus-respond-to-ercot): Kentucky approved TeraWulf’s Justified power agreement as Luxor demonstrated sub-second GPU curtailment in Texas. - [Everyone hates data centers. Plus, KEEL's PA response](https://newsletter.blockspacemedia.com/p/clarity-comes-to-ercot-s-batch-zero-plus-ionic-digital-s-q2-earnings-1): Also, a fresh $75 Applied Digital target, and Citadel unwinds 80% of the Situational Awareness book. - [Clarity comes to ERCOT's Batch Zero. Plus, Ionic Digital's Q2 earnings](https://newsletter.blockspacemedia.com/p/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. - [Shapiro's EO, and what it means for Keel. Plus, Bitdeer's second deal ](https://newsletter.blockspacemedia.com/p/shapiro-s-eo-and-what-it-means-for-keel-plus-bitdeer-s-second-deal): And the CFTC is seeking comment on compute exchange contracts. - [Pennsylvania tightens AI data center rules. Plus, Crusoe eyes an IPO](https://newsletter.blockspacemedia.com/p/openai-s-10-gw-nvda-backstop-plus-hive-signs-350m-deal-1): New requirements land in Pennsylvania as WhiteFiber, Nebius, and Crusoe make moves. - [OpenAI's 10 GW NVDA backstop. Plus, HIVE signs $350M deal](https://newsletter.blockspacemedia.com/p/compute-as-a-commodity-plus-hut-8-s-beacon-point-hopes-1): Nvidia is backing OpenAI’s massive Ohio campus as HIVE accelerates its GPU cloud expansion. - [Compute as a commodity? Plus, Hut 8's Beacon Point hopes](https://newsletter.blockspacemedia.com/p/core-scientific-buys-440-mw-hut-8-beacon-point-progress): And Core Scientific closed +400 MW this week. - [Keel CEO joins the show. Plus, IREN goes live with 50 MW for MSFT](https://newsletter.blockspacemedia.com/p/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. - [CoreWeave joins the show. Plus, Nebius revenue jumps](https://newsletter.blockspacemedia.com/p/nebius-revenue-jumps-454-coreweave-plans-39-billion-spend): Nebius raised its power target as customer prepayments funded expansion, while CoreWeave accelerated its 8 GW buildout. - [Riot’s $1 billion Corsicana pitch. Plus, ERCOT heeds the call](https://newsletter.blockspacemedia.com/p/riot-1-billion-corsicana-pitch-ercot-seeks-more-time): One tenant is negotiating for Riot’s entire 756 MW campus as Texas regulators prepare for Greg Abbott's data center audit.