Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

Podcast: Blockspace: AI News · Blockspace

Opublikowano: 2026-09-22

Welcome back to The Blockspace Podcast! Rothschild & Co Redburn has initiated coverage of neoclouds, and in its first ratings, it placed a hold on IREN and sells on CoreWeave and Nebius. Also, Texas is pumping the breaks on data centers even more with a freeze to environmental and resource permitting until Greg Abbott’s audit concludes in December. For other news, we give an update on CoreWeave’s contracted capacity and CleanSpark closing a securded notes round for $2.267 billion. Check out Dimetrics, the AI industry’s Bloomberg terminal. Track financial metrics and news for AI stocks...