Show Notes
Welcome back to The Blockspace Podcast! OpenAI dominated headlines today when it announced that it has developed an ASIC chip for AI inference with Broadcom called Jalapeno – and it’s already in use, going from design to tapeout in 9 months. For today’s interview, The Smarter Web Company’s Head of Bitcoin Strategy, Jesse Myers, explains why Strategy’s STRC is trading below its $100 target and why he believes it’s not time to panic. For other news, we cover SpaceX’s $25 billion debt raise – which saw $89 billion in interest – IREN’s tax abatement troubles for an OK data center, and CoreWeave’s latest deployment in Sweden.
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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.
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