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LATEST ISSUE
Mar 21, 2026
•
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
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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.
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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
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