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Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Aug 2, 2025

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14 min read

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Feat. The UK, China, Groq, Anthropic, Google, the EU AI Act, FuriosaAI, Cadence, Microsoft, OpenAI, and Korea

OpenAI

+11

Ben Baldieri

RECENT ISSUES

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.

Company Profile

Jul 26, 2025

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13 min read

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft

OpenAI

+10

Jul 19, 2025

•

11 min read

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

The Front Page of AI Infrastructure

No noise. No fluff. Just signal.

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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

Aug 2, 2025

•

14 min read

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Feat. The UK, China, Groq, Anthropic, Google, the EU AI Act, FuriosaAI, Cadence, Microsoft, OpenAI, and Korea

Ben Baldieri

Weekly

Jul 26, 2025

•

13 min read

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft

Ben Baldieri

Weekly

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Jul 19, 2025

•

11 min read

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

Ben Baldieri

Weekly

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

PROFILES

Company Profile

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

Jul 30, 2025

•

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

Company Profile

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

Jun 18, 2025

•

9 min read

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

After wiring the first internet, Juniper is back, building the networks behind sovereign AI, GPU clusters, and inference at scale.

Ben Baldieri

Company Profile

Issue #42: Building the Real World AI Deployment Layer with AIREV

May 28, 2025

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8 min read

Issue #42: Building the Real World AI Deployment Layer with AIREV

Forget research labs. This team is turning real-time AI into infrastructure that is scalable, sovereign, and ready to run anywhere.

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

Other

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

•

41 min read

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

Because a 2h keynote is a 2-parter

Ben Baldieri

Other

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

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Feat. Nvidia, G42, CoreWeave, Core Scientific, Cerebras Systems, AMD, Google, and Firmus

Firmus

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Feat. OpenAI, Google, HPE, Juniper Networks, Hydra Host, CoreWeave, Apple, Space Forge, Oracle, and Meta

OpenAI

+10

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Feat. Meta, OpenAI, Stability AI, Anthropic, Nebius, DeepMind, Texas Instruments, Amazon, and Fermi America

OpenAI

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Feat. OpenAI, CoreWeave, Crusoe, Midjourney, AMD, Xbox, Microsoft, and AirJoule

OpenAI

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LATEST ISSUE

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

RECENT ISSUES

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

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

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 #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

PROFILES

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

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

Issue #42: Building the Real World AI Deployment Layer with AIREV

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

ARCHIVE

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

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