THE FRONT PAGE OF AI INFRASTRUCTURE

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

LATEST ISSUE

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

Feb 28, 2026

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14 min read

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

RECENT ISSUES

Feb 25, 2026

•

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.

Company Profile

Feb 21, 2026

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15 min read

Issue #91: Sharon AI Goes Public with 432 GPUs, AMDs Alleged $300M Crusoe Backstop, & Submer's Radian Arc Expands in India

Feat. Sharon AI, Mistral, Koyeb, AMD, Crusoe, Google, Anthropic, OpenAI, G42, Cerebras, Meta, NVIDIA, Submer, Radian Arc, GTPL and Datasamudra

Mistral

+16

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.

Mirantis

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

PROFILES

Company Profile

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

Feb 25, 2026

•

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

•

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

Company Profile

Issue #88: Building the Settlement Layer for Sovereign Compute with Nodestream

Feb 12, 2026

•

10 min read

Issue #88: Building the Settlement Layer for Sovereign Compute with Nodestream

A verified marketplace for buying, selling, and settling GPU infrastructure - with crypto-native escrow and an AI agent that builds your RFQ.

Ben Baldieri

Get Your Company Featured Here

Issue #89: Musk's Moon Catapults, Firmus Secures $10B for Australia's AI Factories, & $3T in Missing Depreciation

Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic

Firmus

+16

Issue #88: Building the Settlement Layer for Sovereign Compute with Nodestream

A verified marketplace for buying, selling, and settling GPU infrastructure - with crypto-native escrow and an AI agent that builds your RFQ.

Nodestream

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

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

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

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

RECENT ISSUES

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

Issue #91: Sharon AI Goes Public with 432 GPUs, AMDs Alleged $300M Crusoe Backstop, & Submer's Radian Arc Expands in India

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

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

PROFILES

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

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

Issue #88: Building the Settlement Layer for Sovereign Compute with Nodestream

ARCHIVE

Issue #89: Musk's Moon Catapults, Firmus Secures $10B for Australia's AI Factories, & $3T in Missing Depreciation

Issue #88: Building the Settlement Layer for Sovereign Compute with Nodestream

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

Issue #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.