LATEST ISSUE

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Sep 13, 2025

•

12 min read

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers

OpenAI

Ben Baldieri

RECENT ISSUES

Sep 10, 2025

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8 min read

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Same silicon. Different outcomes.

CUDO Compute

Sep 6, 2025

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13 min read

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital

Amkor

Aug 30, 2025

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12 min read

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Feat. NVIDIA, Intel, Vultr, Digital Realty, xAI, Hugging Face, China, Meta, and Fermi America

Digital Realty

The Front Page of AI Infrastructure

No noise. No fluff. Just signal.

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PREMIUM CONTENT

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

The only feed you’ll ever need. Every signal. No noise. Only for paid subscribers.

Premium

BREAKDOWNS

Sep 13, 2025

•

12 min read

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers

Ben Baldieri

OpenAI

Sep 6, 2025

•

13 min read

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital

Ben Baldieri

Amkor

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Aug 30, 2025

•

12 min read

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Feat. NVIDIA, Intel, Vultr, Digital Realty, xAI, Hugging Face, China, Meta, and Fermi America

Ben Baldieri

Digital Realty

PROFILES

CUDO Compute

Sep 10, 2025

•

8 min read

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Same silicon. Different outcomes.

Ben Baldieri

Company Profile

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Aug 27, 2025

•

10 min read

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Bringing turnkey virtualisation and overcommit to neoclouds and AI infrastructure

Ben Baldieri

Company Profile

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

Jul 30, 2025

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11 min read

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

They wrote the playbook for high-performance gaming networks. Now, they're rewriting it for AI.

Ben Baldieri

EVERYTHING ELSE

May 30, 2025

•

2 min read

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

The only feed you’ll ever need. Every signal. No noise. Only for paid subscribers.

Ben Baldieri

Premium

Apr 16, 2025

•

4 min read

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

What started with GPUs is now much bigger.

Ben Baldieri

Other

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

Mar 19, 2025

•

47 min read

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

Straight from the source from inside GTC

Ben Baldieri

Other

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

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Bringing turnkey virtualisation and overcommit to neoclouds and AI infrastructure

Company Profile

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Feat. Washington, Beijing, Crusoe, Atero, Fluidstack, Terawulf, Google, IBM, NASA, Hugging Face, SoftBank, Foxconn, Stargate, Lambda, and EdgeConneX

TeraWulf

+13

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Is Rumble buying Northern Data? Why is Northern Data selling off business units? Neocloud consolidation season might finally be upon us.

TeraWulf

+10

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Feat. OpenAI, Vast Data, Crusoe, Apple, Cerebras System, Meta, and Brookfield

OpenAI

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LATEST ISSUE

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

RECENT ISSUES

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

The Front Page of AI Infrastructure

Read by teams from

Subscribe below to join 1,900+ subscribers

PREMIUM CONTENT

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

BREAKDOWNS

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

PROFILES

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

EVERYTHING ELSE

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

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

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

ARCHIVE

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

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