THE FRONT PAGE OF AI INFRASTRUCTURE

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

LATEST ISSUE

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

Feb 7, 2026

•

15 min read

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

Ben Baldieri

RECENT ISSUES

Jan 31, 2026

•

14 min read

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

Jan 24, 2026

•

14 min read

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

Jan 17, 2026

•

12 min read

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

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

PROFILES

Company Profile

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Nov 12, 2025

•

10 min read

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Cutting time-to-use, reducing variance between sites, and making “tokens out” the default acceptance metric

Ben Baldieri

Company Profile

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Sep 17, 2025

•

6 min read

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Simplify the complexity. Wrap it in workflows. And make it consumable.

Ben Baldieri

Company Profile

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

Get Your Company Featured Here

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 #82: I built the missing layer in AI infrastructure discovery

Stop guessing who does what, and start finding the partners you need

The GPU Directory

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

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

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

RECENT ISSUES

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

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

PROFILES

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

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

ARCHIVE

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

Issue #82: I built the missing layer in AI infrastructure discovery

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

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.