Episode

IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine

Podcast

Blockspace

Published

Sep 18, 2026

Duration seconds

2648

Processing state

not_requested

Canonical source

https://newsletter.blockspacemedia.com/podcast/s/blockspace/iren_and_cifr_price_targets_anthropic_and_openai_seek_20-30mw_sites_data_centers_take_collateral_damage_in_middle_east_and_ukraine

Audio

https://podcasts.beehiiv.com/c08760ed-e3d3-4932-a673-547e90852451/019dbc32-d0bc-72d2-a970-951247013bb3/01a0b5f4-c26e-739b-8af0-b77af70eaa8d/01a0b5f4-c3ad-792c-8492-9961412c7d25.mp3

JSON

/v1/public/podcasts/blockspace-ai-bitcoin-6791695/episodes/iren-and-cifr-price-targets-anthropic-and-openai-seek-20-30mw-sites-data-centers-take-collateral-damage-in-middle-east-and-ukraine

Markdown

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Summary

Welcome back to The Blockspace Podcast! Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher, and we close with a note on how the wars in I...