Episode

US Data Center Share vs. the World, How Stock Values Track GPU Rental Prices, the BIS is Bearish AI

Podcast: Blockspace: AI & Bitcoin
Published: Jun 30, 2026
Duration seconds: 4093
Processing state: not_requested
Canonical source: https://newsletter.blockspacemedia.com/podcast/s/blockspace_ai_bitcoin/us_data_center_share_vs_the_world_how_stock_values_track_gpu_rental_prices_the_bis_is_bearish_ai
Audio: https://podcasts.beehiiv.com/c08760ed-e3d3-4932-a673-547e90852451/019dbc32-d0bc-72d2-a970-951247013bb3/019f1a53-4ceb-774f-a72e-a92a93413e8b/019f1a53-4e05-72d9-bf10-00f50b92dcdd.mp3
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Summary

Welcome back to The Blockspace Podcast! Today, Rob Hamilton of Anchor Watch joins us for a temperature check on the bitcoin market and Strategy’s STRC preferred stock, and Kush Bavaria, CEO of Ornn, hops on to talk about trends in the GPU rental market...