THE FRONT PAGE OF AI INFRASTRUCTURE

Independent insights. No noise. No fluff. Just signal.

LATEST ISSUE

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

Mar 28, 2026

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19 min read

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

Ben Baldieri

RECENT ISSUES

Mar 21, 2026

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18 min read

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

Mar 17, 2026

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30 min read

Issue #97: NVIDIA GTC 2026: $1 Trillion in Orders, Seven New Chips, Groq's Place in the Ecosystem, & NemoClaw

The full keynote breakdown. Every announcement, every chip, every number. No PR.

Nvidia

Mar 14, 2026

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17 min read

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

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PROFILES

Company Profile

Issue #94: The Other Side of the GPU Lifecycle with Inteleca

Mar 4, 2026

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9 min read

Issue #94: The Other Side of the GPU Lifecycle with Inteleca

An Atlanta ITAD provider betting that mid-market GPU decommissioning needs a remarketing partner, not a recycler.

Ben Baldieri

Company Profile

Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA

Feb 25, 2026

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11 min read

Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA

A 25-year parallel file system pioneer now architecting HYDRA - purpose-built infrastructure for Neocloud operators who can't afford idle GPUs.

Ben Baldieri

Company Profile

Issue #90: Building the Platform Layer for Neoclouds with Mirantis

Feb 18, 2026

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14 min read

Issue #90: Building the Platform Layer for Neoclouds with Mirantis

Kubernetes-native AI infrastructure automation for operators who don't want to rebuild from scratch.

Ben Baldieri

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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 #94: The Other Side of the GPU Lifecycle with Inteleca

An Atlanta ITAD provider betting that mid-market GPU decommissioning needs a remarketing partner, not a recycler.

Inteleca

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 #92: Rebuilding the Storage Stack for AI Factories with VDURA

A 25-year parallel file system pioneer now architecting HYDRA - purpose-built infrastructure for Neocloud operators who can't afford idle GPUs.

Company Profile

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

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

RECENT ISSUES

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 #97: NVIDIA GTC 2026: $1 Trillion in Orders, Seven New Chips, Groq's Place in the Ecosystem, & NemoClaw

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

Read by founders, builders, operators, employees and investors from

PROFILES

Issue #94: The Other Side of the GPU Lifecycle with Inteleca

Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA

Issue #90: Building the Platform Layer for Neoclouds with Mirantis

ARCHIVE

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

Issue #94: The Other Side of the GPU Lifecycle with Inteleca

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

Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.