CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)

Welcome back to The Blockspace Podcast! CleanSpark rose 6% in early trading hours today on news that it inked its $6.6B Sandersville AI deal with Meta, the first revelation of the site’s tenant, who also holds exclusivity rights to CleanSpark’s Sealy and Brazoria, TX sites. We also cover how OpenAI is closing the gap with Anthropic as the two frontier labs race to public markets, Rune’s $40M raise to bring modular, containerized data centers to solar farms, and SemiAnalysis’ latest research that shows moratoriums have done little to slow the data center buildout in the US.

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