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Independent Insights on GPU Compute and AI Infrastructure

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Featured Posts

OpenAIOpenAI
+7+7
Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du

Ben Baldieri
Ben Baldieri
CoreWeaveCoreWeave
+6+6
Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Feat. Nvidia, Hugging Face, Pollen Robotics, CoreWeave, Google, AMD, and Deloitte

Ben Baldieri
Ben Baldieri
OracleOracle
+5+5
Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC

Ben Baldieri
Ben Baldieri

Past Issues

OpenAIOpenAI
+7+7
Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du

Ben Baldieri
Ben Baldieri
CoreWeaveCoreWeave
+6+6
Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Feat. Nvidia, Hugging Face, Pollen Robotics, CoreWeave, Google, AMD, and Deloitte

Ben Baldieri
Ben Baldieri
Company ProfileCompany Profile
Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

What started with GPUs is now much bigger.

Ben Baldieri
Ben Baldieri
OracleOracle
+5+5
Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC

Ben Baldieri
Ben Baldieri
Hydra HostHydra Host
+1+1
Issue #33: Building Franchised AI Factories with Hydra Host

Issue #33: Building Franchised AI Factories with Hydra Host

The world is building AI factories. Hydra makes them profitable.

Ben Baldieri
Ben Baldieri
DreamActor-M1DreamActor-M1
+10+10
Issue #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

Issue #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

Feat. OpenAI, AMD, ZT Systems, Fluidstack, Macquarie, DreamActor-M1, Maxwell Labs, Sandia Labs, Google, CoreWeave, and Homer City

Ben Baldieri
Ben Baldieri
Voltage ParkVoltage Park
+1+1
Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

24k H100s, zero debt, and a stealth strategy that’s reshaping GPUaaS at scale.

Ben Baldieri
Ben Baldieri
AlibabaAlibaba
+10+10
Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

Feat. Apple, Nvidia, CoreWeave, Fluidstack, Crusoe, Meta, FuriosaAI, Microsoft, and Alibaba

Ben Baldieri
Ben Baldieri
Together AITogether AI
+1+1
Issue #29: The Open-Source AI Acceleration Cloud with Together AI

Issue #29: The Open-Source AI Acceleration Cloud with Together AI

Open, transparent AI that you can take with you wherever you go.

Ben Baldieri
Ben Baldieri
OpenAIOpenAI
+10+10
Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW

Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW

Feat. Nvidia, xAI, MGX, BlackRock, GIP, Microsoft, CoreWeave, Perplexity, Oracle, OpenAI, Crusoe

Ben Baldieri
Ben Baldieri
NvidiaNvidia
Issue #26: Jensen’s GTC Keynote Part 1 - Raw and Unfiltered

Issue #26: Jensen’s GTC Keynote Part 1 - Raw and Unfiltered

Straight from the source from inside GTC

Ben Baldieri
Ben Baldieri
NvidiaNvidia
Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Because a 2h keynote is a 2-parter

Ben Baldieri
Ben Baldieri
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