Welcome back to The Blockspace Podcast! Today, we look at why Hut 8 is leading a rally in powered shells following its Batch Zero approval, wondering if investors see downstream benefits for Hut 8 from our second news topic, where Fluidstack is reportedly in talks to tap a $5B loan from the Pentagon under its new data center supply chain debt program. For today’s interview, Data Center Richness journalist Rich Miller joins to discuss how data center M&A is heating up, and we close the show on Anthropic’s bombshell report that Moonshot was routing Kimi inference traffic through Claude – and how Moonshot, Alibaba, and Deepseek have all leaned on Claude heavily to train their own models. 

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