The GPU is a weekly briefing written by Ben Baldieri on the infrastructure behind AI, GPUs, NeoClouds, data centres, and capital. We cover:

• GPU pricing and rollouts
• DC leasing and land deals
• Capital raises, and buyouts
• Neocloud and GPUaaS strategy
• The geopolitics of AI and compute
• Hyperscaler shifts and sovereign deployments

No model hype. No PR. Just the infrastructure that makes AI run.

HOW WE WRITE

We write for operators, allocators, and founders building real systems.
Sponsors support us, but don’t shape us.
Profiles are paid, but always independent.
You’ll get a draft for fact-checking only. We control the framing.

WHO WE WRITE FOR

GPU providers.
Infra operators.
Capital allocators.
Data centre developers.
Enterprise AI & Cloud leads.
Sovereign compute planners.

Who Reads It

Trusted by teams at NVIDIA, CoreWeave, Voltage Park, Vultr, Nebius, Brookfield, SuperMicro, Dell, JLL, Goldman Sachs, Applied Digital, and more.

Want In?

Subscribe to the weekly breakdown.
Sponsor if you’ve got something to say.
Pitch a profile if you’re building something real.

STAY UPDATED

The only briefing you need to stay ahead in compute.

Curated for builders, buyers, and backers of the AI stack. Delivered weekly.