IREN’s Childress Timeline, the Hidden Forces Behind AI Builds, Data Center CAPEX is Rising

Welcome back to The Blockspace Podcast! Today, we open with rumors about delays for IREN’s Childress data center for Microsoft, as the tech giant has reportedly requested a full networking rewiring for the build. Plus, an interview with independent journalist Aaron Renn on the quasi-governmental entities that broker deals with data centers to attract them to their states, and how these opaque deals give ammo to data center NIMBYs. For our final segment, Needham analyst John Todaro joins to discuss his latest research note, which examines how rising CAPEX and financing costs are weighing on data center stock prices.

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