Weekly

Issue #110: SpaceX Lists at Record $75B as Apollo Writes $35B for Anthropic Without NVIDIA, & SoftBank's $6B Loan Stalls

The largest IPO in history just priced one of the largest AI compute landlords on earth

Apollo

+10

Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA

New funding and a new model. On the same day. Dario spoils us.

OpenAI

+16

Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment

Subsea cables were built as public goods. Four American companies turned them into private infrastructure.

OpenAI

+18

Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant

NVIDIA still owns training. This week the market priced the bet against it owning anything else.

OpenAI

+11

Issue #105: Anthropic Rents Cluster Musk Built to Beat Claude, NVIDIA Takes $2.1B Equity in IREN, & Thiel Backs Wave-Powered Ocean Data Centres

The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?

Digital Ocean

Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship

Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.

DeepSeek

+12

Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave

OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.

OpenAI

+11

Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic

$122B raised nine days ago. Four pullbacks in six weeks. A New Yorker profile asking if the CEO can be trusted. The UK press blamed Britain.

Firmus

+10

Issue #100: Anthropic Leaks Claude Code & Mythos, CoreWeave Closes First A3-Rated GPU Debt, & Sharon AI Lands Aussie Decacorn Customer

OpenClaw is now only the second most-starred GitHub repo in history

OpenAI

Issue #99: Nscale's Past Loan Defaults, Musk's $25B Chip Factory He Can Smoke Cigars In, & Meta's Fifth Silicon Partner

The ambition keeps scaling. The due diligence keeps lagging behind.

OpenAI

+11

Issue #98: Supermicro Co-Founder Charged with Smuggling $2.5B in AI Chips to China, Meta Puts $27B Into Nebius, & Heterogeneous Compute Clusters Take Centre Stage

The export control regime just got its first high-profile criminal case. The defendant was at GTC on Monday.

Cerebras

+12

Issue #96: NVIDIA Puts $2B Into 5GW Nebius Partnership, Nscale Raises $2B & Questions from The Guardian, & xAI's 41 Gas Turbines

The biggest week in AI infrastructure this year. And a scaffolding yard in Essex.

Oracle

Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes

The US government had the busiest week in AI infrastructure history. None of it was good for free markets.

OpenAI

Issue #93: A Leaked State Department Cable, "AI Snake Oil" & "Peak Insanity", & Brookfield Buys Ori

Washington is fighting the sovereign AI market that its own companies are building for

Issue #91: Sharon AI Goes Public with 432 GPUs, AMDs Alleged $300M Crusoe Backstop, & Submer's Radian Arc Expands in India

Feat. Sharon AI, Mistral, Koyeb, AMD, Crusoe, Google, Anthropic, OpenAI, G42, Cerebras, Meta, NVIDIA, Submer, Radian Arc, GTPL and Datasamudra

Mistral

+16

Issue #89: Musk's Moon Catapults, Firmus Secures $10B for Australia's AI Factories, & $3T in Missing Depreciation

Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic

Firmus

+16

Issue #87: NVIDIA & OpenAI's $100B Breakup, Production Workloads Enter CoreWeave's ARENA, & SpaceX's $1.25T Mega-Merger

Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland

OpenAI

+13

Issue #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit

Plus: tier 2 neos raise millions, Korean chips ship, Gulf models compete, and Scotland goes green

MBZUAI

+12

Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection

Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital

OpenAI

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost

OpenAI

+14

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.

OpenAI

Issue #81: Masa & Zuckerberg Go Shopping, Applied Digital Spins Out New Neocloud, & Satya's Mind Bicycle Avoids AI Slop Debate

Feat. SoftBank, Digital Bridge, Applied Digital, ChronoScale, Meta, Manus, xAI, Lisuan, and Microsoft

Lisuan

Issue #80: NVIDIA's Christmas Groq Acquihire, xAI Seeks to Outcompute Everyone, & Fermi America's Legal Trouble

Feat. NVIDIA, Groq, xAI, Nscale, Whitefiber, Z.ai, DRAM, Google, Intersect Power, and Fermi America

z.ai

+10

Issue #79: Fluidstack's Next Multi-GW Deal, Core42 Heads to Dublin, & Google Targets NVIDIA's Moat with TorchTPU

Feat. Hut 8, Fluidstack, Anthropic, Carbon3.ai, Core42, NVIDIA, Mythic, Google, and Vantage

Weekly

Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX

OpenAI

+13

Weekly

Issue #110: SpaceX Lists at Record $75B as Apollo Writes $35B for Anthropic Without NVIDIA, & SoftBank's $6B Loan Stalls

Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA

Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment

Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant

Issue #105: Anthropic Rents Cluster Musk Built to Beat Claude, NVIDIA Takes $2.1B Equity in IREN, & Thiel Backs Wave-Powered Ocean Data Centres

Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship

Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave

Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic

Issue #100: Anthropic Leaks Claude Code & Mythos, CoreWeave Closes First A3-Rated GPU Debt, & Sharon AI Lands Aussie Decacorn Customer

Issue #99: Nscale's Past Loan Defaults, Musk's $25B Chip Factory He Can Smoke Cigars In, & Meta's Fifth Silicon Partner

Issue #98: Supermicro Co-Founder Charged with Smuggling $2.5B in AI Chips to China, Meta Puts $27B Into Nebius, & Heterogeneous Compute Clusters Take Centre Stage

Issue #96: NVIDIA Puts $2B Into 5GW Nebius Partnership, Nscale Raises $2B & Questions from The Guardian, & xAI's 41 Gas Turbines

Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes

Issue #93: A Leaked State Department Cable, "AI Snake Oil" & "Peak Insanity", & Brookfield Buys Ori

Issue #91: Sharon AI Goes Public with 432 GPUs, AMDs Alleged $300M Crusoe Backstop, & Submer's Radian Arc Expands in India

Issue #89: Musk's Moon Catapults, Firmus Secures $10B for Australia's AI Factories, & $3T in Missing Depreciation

Issue #87: NVIDIA & OpenAI's $100B Breakup, Production Workloads Enter CoreWeave's ARENA, & SpaceX's $1.25T Mega-Merger

Issue #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit

Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Issue #81: Masa & Zuckerberg Go Shopping, Applied Digital Spins Out New Neocloud, & Satya's Mind Bicycle Avoids AI Slop Debate

Issue #80: NVIDIA's Christmas Groq Acquihire, xAI Seeks to Outcompute Everyone, & Fermi America's Legal Trouble

Issue #79: Fluidstack's Next Multi-GW Deal, Core42 Heads to Dublin, & Google Targets NVIDIA's Moat with TorchTPU

Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

NO FLUFF. NO NOISE. JUST SIGNAL.