TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH

Welcome back to The Blockspace Podcast! Morgan Stanley just put a $300 price target on SpaceX, arguing that the company’s real edge is AI – and how its sister company, Tesla, makes that edge particularly sharp. We also take a look at Nic Carter’s latest research on data center noise, sit down with Cato Institute Director of Energy and Environmental Policy Studies Travis Fisher to discuss why private grids are the solution to AI’s energy deficit, and cover Nebius raising on-demand GPU rental rates as GPU hour prices hit all-time highs.

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