Google Taps Constellation for 3.6 GW, Morgan Stanley is Bullish Bloom Energy, B. Riley’s New AI Stock Valuation Model

Podcast: Blockspace: AI News · Blockspace

Opublikowano: 2026-10-06

Welcome back to The Blockspace Podcast! Today, we open the show with Google’s new power purchasing deal with Constellation Energy for 3.6 GW of nuclear capacity across PJM. We also cover a new Morgan Stanley note that makes the bullish case for Bloom Energy as the bank projects 160 GW of incremental data center demand through 2029, and we cap the show by covering B. Riley’s new model for valuing data center stocks. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushba...