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CoinDesk Podcast Network

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

CoinDesk Podcast Network

CoinDesk

Tech News, Business News, Daily News, News

4.7698 Ratings

🗓️ 30 May 2026

⏱️ 75 minutes

🧾️ Download transcript

Summary

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.

Transcript

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0:00.0

What's up, y'all?

0:05.8

Happy Friday and welcome back to Blockspace Live, brought to you by CleanSpark.

0:10.3

Big stories today, Charlie.

0:12.5

We're going to start off, as we usually do on Fridays with our Hashrid index update, do a little stock update.

0:17.2

But then for our lead story, Taiwanese nationals are in custody for forging documents

0:24.3

to smuggle supermicron devices with Navidia chips to China. China. Interesting story and a the latest

0:33.0

in smuggling attempts to try to get across or try to break through the restrictions for trading

0:39.2

for these Navidia chips with China. After that, a little treat for you all today. We got Udi

0:43.8

Wertheimmer on to talk about the vibe shift in Eith. And then we will have Luxor's Director of Energy

0:48.9

Haley Thompson on, talk about energy markets and the 4CP that is coming up in Texas. Following that, what else, but strategy. We're going to be talking about specifically their preferred stretch and people asking some questions after it briefly lost its peg and fell below $100. Not the first time it's happened, but people were starting to ask, does the math really

1:13.1

make sense here?

1:14.4

Following that, we've got a story on a solar company committing 200 megawatts of solar to a Google

1:20.2

data center in Oklahoma.

1:21.8

Charlie's got some really good stuff here for us as a native Tulsa boy.

1:26.8

And then we will wrap up with one more note on AI data center water usage.

1:33.5

Fun fact, almonds and golf courses.

1:37.5

Big footprint.

1:38.8

Very thirsty, Charlie.

1:40.3

That's right.

1:41.2

Blockspace goes live weekdays at 1 p.m. Eastern. That's a slight shift back from

1:48.9

this week live every weekday at 1 p.m. We feature quick hits on the latest in Bitcoin,

1:55.3

AI, emerging tech, and mining still. Make sure to like and subscribe.

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