Archive | The GPU

Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source

Feat. OpenAI, Microsoft, G42, NVIDIA, Huawei, Humain, Qualcomm, OpenFold3, SambaNova, Amazon, and China

OpenAI

+11

Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore

Feat. NVIDIA, OpenAI, Anthropic, Google, Crusoe, Starcloud, Microsoft, Alibaba, Meta, Blue Owl, and Applied Digital

OpenAI

+11

Issue #69: OpenAI Opens Door to Porn, Oracle's Zettascale Supercomputer, & NVIDIA's 1MW Rack Future

Feat. OpenAI, Nscale, Microsoft, Nebius, Intel, Oracle, and NVIDIA

OpenAI

Issue #68: BoE Warns of Bubble, Oracles Thin Margins Spark Market Wobbles, & AMD Binds Fate to OpenAI

Feat. BoE, CoreWeave, MonolithAI, QumulusAI, Permian Labs, AMD, OpenAI, Oracle, and Applied Digital

OpenAI

Issue #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future

Feat. Crusoe, OpenAI, Oracle, Nscale, CoreWeave, Meta, Anthropic, Cerebras, Microsoft, NVIDIA, and Innova

OpenAI

+11

Issue #66: Arrests at Northern Data, Nscale & Fluidstack Show the Market How to Scale, & "Stargate" China

Feat. Northern Data, Nscale, Nokia, Fluidstack, Cipher Mining, Alibaba, Humain, and China

Alibaba

Issue #65: Stargate UK x Nscale, NVIDIA Invests in Intel, & China Says "No" to More American GPUs

Feat. Nscale, NVIDIA, OpenAI, Microsoft, Carbon3.ai, Nebius, CoreWeave, Luminary Cloud, Intel, Huawei, Google, and BlackRock

OpenAI

+12

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

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

Rafay

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers

OpenAI

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Same silicon. Different outcomes.

CUDO Compute

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital

Amkor

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Feat. NVIDIA, Intel, Vultr, Digital Realty, xAI, Hugging Face, China, Meta, and Fermi America

Digital Realty

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Bringing turnkey virtualisation and overcommit to neoclouds and AI infrastructure

Company Profile

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Feat. Washington, Beijing, Crusoe, Atero, Fluidstack, Terawulf, Google, IBM, NASA, Hugging Face, SoftBank, Foxconn, Stargate, Lambda, and EdgeConneX

TeraWulf

+13

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Is Rumble buying Northern Data? Why is Northern Data selling off business units? Neocloud consolidation season might finally be upon us.

TeraWulf

+10

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Feat. OpenAI, Vast Data, Crusoe, Apple, Cerebras System, Meta, and Brookfield

OpenAI

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Feat. The UK, China, Groq, Anthropic, Google, the EU AI Act, FuriosaAI, Cadence, Microsoft, OpenAI, and Korea

OpenAI

+11

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

They wrote the playbook for high-performance gaming networks. Now, they're rewriting it for AI.

Company Profile

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft

OpenAI

+10

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Feat. Nvidia, G42, CoreWeave, Core Scientific, Cerebras Systems, AMD, Google, and Firmus

Firmus

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Feat. OpenAI, Google, HPE, Juniper Networks, Hydra Host, CoreWeave, Apple, Space Forge, Oracle, and Meta

OpenAI

+10

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Feat. Meta, OpenAI, Stability AI, Anthropic, Nebius, DeepMind, Texas Instruments, Amazon, and Fermi America

OpenAI

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Feat. OpenAI, CoreWeave, Crusoe, Midjourney, AMD, Xbox, Microsoft, and AirJoule

OpenAI

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

After wiring the first internet, Juniper is back, building the networks behind sovereign AI, GPU clusters, and inference at scale.

Company Profile

Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source

Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore

Issue #69: OpenAI Opens Door to Porn, Oracle's Zettascale Supercomputer, & NVIDIA's 1MW Rack Future

Issue #68: BoE Warns of Bubble, Oracles Thin Margins Spark Market Wobbles, & AMD Binds Fate to OpenAI

Issue #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future

Issue #66: Arrests at Northern Data, Nscale & Fluidstack Show the Market How to Scale, & "Stargate" China

Issue #65: Stargate UK x Nscale, NVIDIA Invests in Intel, & China Says "No" to More American GPUs

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

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

NO FLUFF. NO NOISE. JUST SIGNAL.