THE FRONT PAGE OF AI INFRASTRUCTURE

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

LATEST ISSUE

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

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

Ben Baldieri

RECENT ISSUES

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

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

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.

Inteleca

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

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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 #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

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

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dive deeper into The GPU

Exclusive premium-only content, and AI-powered podcast discussions breaking down the biggest trends in compute.

THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

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

RECENT ISSUES

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

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

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 #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

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

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.