Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter

Welcome back to The Blockspace Podcast! At the top of the show, we cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack, which brings the Barber Lake site’s contracted revenue to $9B. Then, Dark Horse CEO Joel Block joins the show to discuss the opportunities for sub-50 MW inference clusters in light of OpenAI and Anthropic's search for 20-30 MW sites. And we cap off the show with a breakdown of Nscale’s $30-35B IPO and the WSJ’s reporting that Oracle doesn’t have an exit clause baked into its lease for the $165B Project Jupiter.

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