US Data Center Share vs. the World, How Stock Values Track GPU Rental Prices, the BIS is Bearish AI

Welcome back to The Blockspace Podcast! Today, Rob Hamilton of Anchor Watch joins us for a temperature check on the bitcoin market and Strategy’s STRC preferred stock, and Kush Bavaria, CEO of Ornn, hops on to talk about trends in the GPU rental market. For news, we digest IDCA’s report on global data center adoption and the BIS’s annual letter, which touches on AI company valuations and credit risks.

Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry’s most powerful dashboard.

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Energy Investors Forum is coming to Dallas on July 23, bringing together executives, operators, fund managers and investors across AI infrastructure, energy markets, data centers and bitcoin mining.

If you follow the business of power, compute and digital infrastructure, EIF is built to help you understand where these markets are heading and who is shaping them.

BlockSpace listeners can get 30% off all tickets with code BSP30 at checkout.

Register here: https://www.energyinvestorsforum.com/

Use code: BSP30