Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory

Welcome back to The Blockspace Podcast! At the top of today’s show, we thumb through investment bank reratings for TeraWulf, Cipher Digital, and Hut 8 following Q2 earnings. Plus, Google wants to raise $20-25 billion with its latest bond sale, SpaceX is planning a 100 million sq/foot factory for robotics and chip fabrication in Texas, and Anthropic finally confirms that it’s building an AI inference chip.

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