Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango

On y'all.

Welcome back to Blockspace Live, presented by CleanSpark.

Packed docket today, specifically with guests.

We will kick off with a story of Hut 8's Logan Prairie $5 billion data center build hitting a stalling point with a local commission.

Following that, we have Michael San Miguel of Luxer on to talk about the GPU secondary market and what they are seeing from their GPU compute desk, as we see rental rates continue to skyrocket, Charlie, and demand for models as old as the A100.

After that, we will have Matt Black on to talk about the recent sweep of funds from cold cards.

I saw figures anywhere from 600 to 1,000 Bitcoin stolen in this, Charlie.

So taking a little bit of a divergence from the compute route, but we felt like this was an absolutely necessary thing to cover.

So Matt Black, co-founder of Lagos Finance, is going to give us a breakdown, and our fearless co-host, Charlie Spears, will be furnishing some hot takes and questions about this incident.

After m- Matt Black, we have a note on how Kimi K3 was trained on, reportedly trained on 20,000 Nvidia Hoppers, and what this means for the current export control regime.

We're gonna untangle some of the differences between what's actually banned for Chinese companies and where they have wiggle room.

And then we will have Carmen Lee of Compute Exchange on to talk about compute forwards, rental prices, and the token forwards that they are working on over at Compute Exchange.

That's right.

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