Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with a freeze to environmental and resource permitting until Greg Abbott’s audit concludes in December. For other news, we give an update on CoreWeave’s contracted capacity and CleanSpark closing a securded notes round for $2.267 billion.

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