Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks

Welcome back to The Blockspace Podcast! Today, we open with Anthropic’s $35B deal with Lambda for AI cloud compute at Hut 8’s Beacon Point data center, and then we touch on ERCOT missing yesterday’s deadline for a decision on conditional base load classifications in Batch Zero. For interviews, Neddham analyst John Todaro joins us to discuss AI stocks, and Pirate Wires journalist Jonas Du hops on to discuss his latest feature exposing that the portfolios of the most vociferous anti-data center politicians tell a much different story about how they truly feel about the AI boom.

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