MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play

Welcome back to The Blockspace Podcast! Today, we open with a stock price update for MARA following its Batch Zero base load and studied load classifications, and we also cover Soluna’s additional base load classification for its 100 MW Dorothy site. Plus, we take a look at Crusoe’s deal with Perplexity AI and its plans for a new switchgear factory in Tulsa, OK, and Damsker Report author Alexandra Damsker joins to make the case for why she believes CoreWeave is overvalued, resulting in a spirited back-and-forth over CoreWeave’s actual business model, economics, and debt. Finally, we close on Meta upping its custom silicon AI ASIC line, the Meta Training and Inference Accelerator (MTIA), as it plans to ramp up deployment in 2027 and beyond.

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