I started The GPU because I was tired of wading through press releases.
In AI infrastructure, the marginal cost of a press release is basically zero. Anyone can announce a "landmark deal" that turns out to be a letter of intent, or a "1.2GW campus" that turns out to be a place in an interconnection queue. The cart sits permanently in front of the horse. And underneath all of it, one question: who actually has the money and the capacity to build, and who's just telling a good story to raise it?
So in December 2024, I started writing, on a bet that good information out earns better information back. Seven stories a week, every week since. I haven't missed one.
Plenty of newsletters tell you what OpenAI or Claude just shipped. The GPU covers what it all runs on:
- Neoclouds and GPU-as-a-service
- Data-centre land, leasing, and power
- GPU pricing and rollouts
- Silicon and the supply chain
- Capital: raises, debt, and buyouts
- Policy, export controls, and sovereign AI
The neoclouds are the centre of this market, and NVIDIA is the sun they orbit. If a story doesn't move capacity, capital, or control, it doesn't make the issue.
4,000+ subscribers, mostly senior: people inside NVIDIA, AMD, and the large neoclouds, plus the funders writing the cheques at Blue Owl, Macquarie, Brookfield, and the emerging compute-finance shops. Roughly half open it every send.
I'm Ben Baldieri. Alongside the newsletter, I advise the people building this market.
Through Disintermediate, I sit on the investor side of GPU infrastructure deals: pressure-testing cluster economics, benchmarking contracts and pricing, mapping sovereign architecture. It comes down to the same question the newsletter asks. Do the numbers back the story, and where does the risk actually sit? The rest of my time goes on connecting the people who rarely speak the same language: the operators building, the funders paying, and the suppliers shipping the hardware.
The GPU is paid for by sponsors, paid company profiles, and premium subscriptions. None of it buys softer coverage. Sponsors fund the platform and stay out of the words. A profiled company can correct the facts, and nothing more. The people I advise get no say either. Everything is sourced or caveated, and when I get something wrong, I correct it in the open.
Pitching a profile, sponsoring an issue, or want a second read on a GPU deal? Drop me a line and I'll come back to you.