Blockspace: IREN’s Nvidia Partnership and 5 GW Plan, Hut 8’s $9.7B Hyperscaler Deal, Strategy May Sell BTC to Own the Short Sellers

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News, Tech News, Daily News, Business News

4.7 • 698 Ratings

🗓️ 9 May 2026

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans. Welcome back to The Blockspace Podcast! Charlie and Colin cover a flurry of deals and quarterly earnings in the bitcoin miner-AI space. We break down IREN’s roadmap to 5 GW and their new Nvidia partnership, Hut 8’s $9.8B contract with an undisclosed hyperscaler, and Cipher Digital coming out with its 3rd AI data center deal but with undisclosed details. We also sit down with Lygos’ co-founder Francis Corvino to address the news that Strategy may sell bitcoin in the future and review Luxor’s April hashrate lookback series with Kaan Farahani. Plus, quarterly results from $IREN, $HUT, $WULF, $CORZ, and $CIFR. 👉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.

Transcript

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0:00.0	What is going on, y'all?
0:06.1	Welcome back to Blockspace Live.
0:07.9	We are back after a quick reprieve.
0:10.0	We were out Monday and Wednesday as Will and I were at the consensus conference in Miami.
0:14.2	But we are coming back in force, Charlie, because today we are wheeling and dealing.
0:19.9	We've got a number of AI deals to cover,
0:21.8	including Irons Path to 5 gigawatts and a new partnership with Nvidia. We've got a segment on
0:28.3	Hutt 8's most recent contract with an undisclosed hyperscaler. We'll also be covering some of the
0:34.4	quarterly earnings from both of those companies. Then we have Khan Farahani
0:39.2	of Luxor on to talk about their April hash rate lookback series. We will then have Francis Corvino
0:45.1	of Lagos on to talk about what else. But Michael Saylor is saying that he's going to sell his
0:50.3	Bitcoin and also some reactions from CoffeeZilla on the stretch market dynamics.
0:57.1	And then we will close the show with a few more quarterly earnings, one from Terawolf,
1:01.1	another from Core Scientific, including a non-materialized hyper-scaler deal, which a lot of
1:08.0	investors were expecting that sent its stock price south.
1:11.6	And then we will close on Cipher Digital announcing a new hyperscalor tenant as well.
1:17.3	It's third AI deal so far, Charlie.
1:20.8	Blockspace goes live Monday, Wednesday, Friday at noon, Eastern, featuring quick hits on the latest in Bitcoin,
1:27.4	mining, AI, and
1:29.3	emerging tech. Make sure to like and subscribe if you're on YouTube, hit the bell to get
1:34.3	notified when we go live. And this turns into a podcast shortly after it. We wrap up the live
1:40.7	broadcast. You can find the podcast streaming wherever podcasts are found, Spotify,
	...

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