Episode

Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

Podcast: Blockspace
Published: Sep 22, 2026
Duration seconds: 2339
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Canonical source: https://newsletter.blockspacemedia.com/podcast/s/blockspace/rothschild_rates_iren_above_crwv_nbis_texas_freezes_data_center_permits_clsk_closes_2_276b_note
Audio: https://podcasts.beehiiv.com/c08760ed-e3d3-4932-a673-547e90852451/019dbc32-d0bc-72d2-a970-951247013bb3/01a0ca9a-a109-76ea-8ad7-4a4cc7f29ccb/01a0ca9a-a20b-7e90-89cd-346e4acb3789.mp3
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Summary

Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with ...