What Investors Miss About SpaceX’s IPO, Cipher’s $810M Riase for AWS Site, Applied Digital’s 210 MW AI Deal

Welcome back to The Blockspace Podcast! Markets are bleeding, and AI/semiconductor stocks are taking the brunt of the bloodletting, so we open today’s show with a quick stock update from emerging AI factories like $HUT, $IREN, and $KEEL. Plus, we cover why if you’re thinking about SpaceX as a rocketship stock, you’re doing it wrong – the compute tells the real story. For news, we cover pricing for $CIFR’s $810M senior secure notes for its Stingray data center, which is set to host 70 MW of AI load for Amazon, and Applied Digital signing a 210 MW hyperscaler tenant, a deal that pushes its contracted AI revenue to $36 billion. And we end with news on China’s commitment to pour $295 billion into its AI sector over the next 5 years to close the gap with the US’s roaring AI sector.

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