Welcome back to The Blockspace Podcast! Anthropic has filed for an IPO as the public markets race for frontier AI companies heats up. Plus, Strategy just sold bitcoin for the first time since 2022, and Lygos’ Francis Corvino joins to give his take on whether Strategy is losing favor as Strive makes inroads with BTC treasury investors. We also welcome DMG’s Sheldon Bennett and Steve Eliscu to discuss DMG’s flagship, 50 MW AI data center in BC, Canada. And to finish the show, we touch on IREN’s new $3.65B GPU finance deal and a new executive order in Utah to regulate the roll out of AI data centers in the state. 

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.

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