Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite

Welcome back to The Blockspace Podcast! Oracle has sent a force majeure notice to the developer of Project Jupiter, a $165B data center project in New Mexico as part of Project Stargate, as the site’s development continues to be restrained by permitting delays. We also welcome Teej Ragsdale, the cofounder and CEO of data center intelligence firm Raad, to catch a demo of the company’s thermal drone footage for Cipher’s Black Pearl data center for Amazon. We also cover SemiAnalysis’ latest ClusterMAX ratings for neoclouds and cap the podcast with an interview with Luxor Cofounder and CEO Nick Hansen on Luxor’s AI suite of software and services.