THE FRONT PAGE OF AI INFRASTRUCTURE

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

LATEST ISSUE

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

Feb 14, 2026

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16 min read

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

Ben Baldieri

RECENT ISSUES

Feb 12, 2026

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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.

Nodestream

Feb 7, 2026

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15 min read

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

Jan 31, 2026

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14 min read

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

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

PROFILES

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

Company Profile

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Nov 12, 2025

•

10 min read

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Cutting time-to-use, reducing variance between sites, and making “tokens out” the default acceptance metric

Ben Baldieri

Company Profile

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Sep 17, 2025

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6 min read

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Simplify the complexity. Wrap it in workflows. And make it consumable.

Ben Baldieri

Get Your Company Featured Here

Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection

Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital

OpenAI

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost

OpenAI

+14

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.

OpenAI

Issue #82: I built the missing layer in AI infrastructure discovery

Stop guessing who does what, and start finding the partners you need

The GPU Directory

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

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

RECENT ISSUES

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

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

PROFILES

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

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

ARCHIVE

Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Issue #82: I built the missing layer in AI infrastructure discovery

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

NO FLUFF. NO NOISE. JUST SIGNAL.