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LATEST ISSUE

Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200

Jun 6, 2026

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7 min read

Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200

Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.

Megaport

+18

Ben Baldieri

RECENT ISSUES

May 30, 2026

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6 min read

Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA

New funding and a new model. On the same day. Dario spoils us.

OpenAI

+16

May 23, 2026

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7 min read

Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment

Subsea cables were built as public goods. Four American companies turned them into private infrastructure.

OpenAI

+18

May 16, 2026

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9 min read

Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant

NVIDIA still owns training. This week the market priced the bet against it owning anything else.

OpenAI

+11

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

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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.

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

Get Your Company Featured Here

Issue #105: Anthropic Rents Cluster Musk Built to Beat Claude, NVIDIA Takes $2.1B Equity in IREN, & Thiel Backs Wave-Powered Ocean Data Centres

The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?

Digital Ocean

Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship

Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.

DeepSeek

+12

Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave

OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.

OpenAI

+11

Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic

$122B raised nine days ago. Four pullbacks in six weeks. A New Yorker profile asking if the CEO can be trusted. The UK press blamed Britain.

Firmus

+10

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200

RECENT ISSUES

Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA

Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment

Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant

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 #105: Anthropic Rents Cluster Musk Built to Beat Claude, NVIDIA Takes $2.1B Equity in IREN, & Thiel Backs Wave-Powered Ocean Data Centres

Issue #103: SpaceX Options Coding Platform Distilled from Chinese Model the White House Accused China of Stealing for $60B, Anthropic Hits $30B Revenue, & 3 Frontier Models Ship

Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave

Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.