THE FRONT PAGE OF AI INFRASTRUCTURE

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

LATEST ISSUE

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

Mar 7, 2026

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16 min read

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

Ben Baldieri

RECENT ISSUES

Mar 4, 2026

•

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.

Inteleca

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

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

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

PROFILES

Company Profile

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

Mar 4, 2026

•

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

•

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

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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

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

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

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

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

RECENT ISSUES

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

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 #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

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

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.