Archive | The GPU

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Because a 2h keynote is a 2-parter

Other

Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment

Feat. TSMC, Intel, Nvidia, Broadcom, CoreWeave, OpenAI, Manus, and Microsoft

OpenAI

Issue #24: Culham's Journey From Air Station to Fusion Pioneer to Exascale AI Hub

From the frontiers of fusion research to the frontiers of artificial intelligence

UKAEA

Issue #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW

Feat. CoreWeave, Microsoft, Weights & Biases, Fluidstack, Mistral, Anthropic, TSMC, and Nebius

Mistral

Issue #22: GPUs? Market Moves? Neoclouds? Power? You decide.

I need your input. Tell me what matters most.

Other

Issue #21: Jensen Prints, A Neocloud Eyes Going Public, & G42 Heads to Italy

Feat. Nvidia, CoreWeave, Starcloud, OpenAI, Perplexity, Microsoft, G42, and ENI

OpenAI

Issue #20: From Yandex to AI with Nebius

The story of "The ultimate cloud for AI explorers"

Nebius

Issue #19: Microsoft Breaks Physics, Ori Heads to KSA, and ROK Goes Beyond Hyperscale

Feat. Ori, Lambda, Together AI, Core42, Qualcomm, Perplexity, Thinking Machines, Intel, TSMC, Broadcom, Microsoft, and ROK

Together AI

+12

Issue #18: From Bitcoin Mining to AI with Northern Data

From crypto mining to AI infrastructure, Northern Data is making a full-scale bet on high-performance computing.

Company Profile

Issue #17: AMD, G42, DataOne, Fluidstack, & Sesterce Bet Big in France

Feat. France, Crusoe, AMD, G42, DataOne, HydraHost, Fluidstack, Sesterce, Mistral, Positron, Nvidia, EDF, and Tencent

Mistral

+12

Issue #16: The GPU Levels Up

New domain. New formats. More ways to stay ahead in GPU compute.

Update

Issue #15: Jail Time for DeepSeek, Deep Research, & Housework Robots

Feat. Josh Hawley, DeepSeek, SSI, CoreWeave, OpenAI, HuggingFace, Cerebras, UAE, and Meta

DeepSeek

Issue #14: Crusoe's Flare Gas Profile

From Wasted Energy to AI Compute: Redefining How AI Infrastructure Is Powered

Crusoe

Issue #13: DeepSeek, HPE & Juniper vs. The DOJ, & 20GW of Natural Gas

Feat. DeepSeek, The DOJ, HPE, Juniper Networks, Lambda, Pegatron, Alibaba, ASML, and Meta

DeepSeek

Issue #12: The Lambda Labs Profile

Delivering the Lowest-Cost AI Inference, Anywhere

Company Profile

Issue #11: A Stargate, Abilene, Earthquakes, & AI-Developed Drugs

Feat. OpenAI, Google, Anthropic, Crusoe, DeepSeek, TSMC, DC01UK, and Isomorphic Labs

DeepSeek

Issue #10: Nscale's Vertically Integrated Profile

Vertically Integrating Sustainable AI Infrastructure for the Next Generation of Compute

Nscale

Issue #9: The UK’s AI Push, Billions in NeoCloud Investments, & AI Diffusion

Feat. The UK, Biden, Vantage Data Centres, Nscale, Kyndryl, Applied Digital, CoreWeave, Nvidia, Mistral, Microsoft, TSMC, and AWS

Mistral

+11

Issue #8: The Ultimate Cheat Sheet for AI Processors

Your Comprehensive Guide to the 24 Different Processors (Currently) Powering AI

Qualcomm

Issue #7: The Shenzhen of ASEAN, $100B of DC Investments, & CES

Feat. Johor, Blackstone, DDN, Applied Digital, Nvidia, AMD, Trump x DAMAC, Microsoft, and CrewAI

Johor

+12

Issue #6: Core42s Sovereign AI Profile

Bringing Sovereign AI Capabilities to the Global South and Beyond

Core42

Issue #5: ByteDance’s $7B Rumour, Meta's LCM, & TSMCs New Customers

Feat. ByteDance, Nvidia, Run:ai, Telekom Malaysia, Meta, TSMC, Broadcom, Digital Bridge, Microsoft, and Google

Run:ai

+10

Issue #4: Vultr's New Year's Day Profile

What Better Way To Welcome The New Year Than With Company Profile #2

Vultr

Issue #3: xAI’s $6B Raise, AWS’s $10B Bet & Core42's New Partnership

Feat. xAI, Nvidia x Run:AI, Core42 x TeraWulf, The Genesis Physics Engine, Intel, Digital Realty, and AWS

TeraWulf

Issue #2: CoreWeave's Christmas Company Profile

The GPU Cloud Profiles: A Gift for Christmas Day

CoreWeave