Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets

Welcome back to The Blockspace Podcast! We kick off Earnings Week with a stock market update, including investment banks rerating AI stocks ahead of earnings. Plus, DeepSeek is reportedly tapping 1 GW of power in Inner Mongolia, China for AI workloads. For interviews, Fortitude Mining CFO Erik Ellingson discusses the company’s Zcash mining strategy and analyst/investor Ben Pouladian comes with questions about AMD’s latest chip.

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