Blockspace: Semiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths

Blockspace: Semiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths

Taiwanese officials have apprehended three individuals accused of smuggling Nvidia chips to China, and we debunk the fears over AI’s water use. Welcome back to The Blockspace Podcast! Today for our lead story, we cover the latest Nvidia chip smuggling crackdowns in Taiwan, and then we hop into an interview with Udi Wertheimer of Taproot Wizards to discuss the current state of Ethereum, and why one of its chief proponents sold his entire bag of ETH. Then, Haley Thompson, Director of Energy at Luxor, joins us to talk about how the Iran War is impacting energy markets in the U.S.. Plus, we analyze Google's 200MW solar PPA in Oklahoma, concerns with Strategy’s STRC, and debunk the viral criticisms surrounding AI data center water usage. Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com 👉CleanSpark (Nasdaq: CLSK), a market-leading data center developer with a proven track record of success. 👉Luxor, Blockspace's preferred mining pool. Start hashing today with Luxor! 👉Lygos Finance, Borrow against your Bitcoin, without compromising on custody.

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Episoder(4182)

Will Bitcoin Become Legal Tender in the U.S.? Plus, Why Crypto Isn’t Waiting for CLARITY

Will Bitcoin Become Legal Tender in the U.S.? Plus, Why Crypto Isn’t Waiting for CLARITY

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Strike CEO Jack Mallers, who explains why he stepped down as CEO of Twenty One Capital, m...

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Google & Apple Hunt for Crypto Talent | CoinDesk Daily

Google & Apple Hunt for Crypto Talent | CoinDesk Daily

The SEC approved its "innovation exemption" that brings stocks on-chain. Google and Apple are both hiring for digital-asset roles, from tokenizing real-world assets in Asia to Apple Pay strategy, a s...

21 Sep 2min

SEC Opens the Door to Tokenized U.S. Stocks After CLARITY Failure | CoinDesk Daily

SEC Opens the Door to Tokenized U.S. Stocks After CLARITY Failure | CoinDesk Daily

The SEC approved its "innovation exemption" that brings stocks on-chain. The SEC approved a five-year "innovation exemption" that lets firms trade real tokenized U.S. stocks on public blockchains, fa...

18 Sep 1min

Circle Launched Its Own Blockchain. What Happens to Ethereum? | Markets Outlook

Circle Launched Its Own Blockchain. What Happens to Ethereum? | Markets Outlook

Nikhil Chandhok, Chief Technology and Product Officer at Circle, joins CoinDesk Contributor Kate Irwin on Markets Outlook the day Arc mainnet goes live. Chandhok explains why gas on Arc is USDC and no...

16 Sep 20min

Senate Votes on Crypto's Clarity Act as Bitcoin Slides | CoinDesk Daily

Senate Votes on Crypto's Clarity Act as Bitcoin Slides | CoinDesk Daily

The CLARITY Act comes down to a procedural vote. The U.S. Senate votes today on whether to advance the Clarity Act, crypto's market structure bill. A pass moves the industry closer to its first clear...

15 Sep 1min

Should You Bet on AI or Crypto? Plus, the SEC’s Tokenized Stock Overhaul

Should You Bet on AI or Crypto? Plus, the SEC’s Tokenized Stock Overhaul

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Ram Ahluwalia, CEO and Founder of Lumida, who makes a non-consensus case that the Fed wil...

14 Sep 21min

Trump Agrees to Stricter Ethics Rules to Save the Clarity Act: Report | CoinDesk Daily

Trump Agrees to Stricter Ethics Rules to Save the Clarity Act: Report | CoinDesk Daily

Trump agrees to stricter ethics rules for CLARITY Act. President Trump agreed to about 80% of a stricter ethics package tied to the Clarity Act, clearing a path for a Senate cloture vote Tuesday. The...

14 Sep 1min

Kalshi Wants 24/7 Perps on Tesla, Apple & Nvidia | CoinDesk Daily

Kalshi Wants 24/7 Perps on Tesla, Apple & Nvidia | CoinDesk Daily

Kalshi wants 24/7 Tesla, Apple, and Nvidia perps. Kalshi is seeking approval for roughly 60 perpetual futures tied to individual stocks and ETFs, including Tesla, Apple, and Nvidia — which would be t...

11 Sep 1min

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