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$122B raised nine days ago. Four pullbacks in six weeks. A New Yorker profile asking if the CEO can be trusted. The UK press blamed Britain.
Firmus
+10
OpenClaw is now only the second most-starred GitHub repo in history
OpenAI
+9
The ambition keeps scaling. The due diligence keeps lagging behind.
+11
The export control regime just got its first high-profile criminal case. The defendant was at GTC on Monday.
Cerebras
+12
The full keynote breakdown. Every announcement, every chip, every number. No PR.
Nvidia
The biggest week in AI infrastructure this year. And a scaffolding yard in Essex.
Oracle
+8
The US government had the busiest week in AI infrastructure history. None of it was good for free markets.
An Atlanta ITAD provider betting that mid-market GPU decommissioning needs a remarketing partner, not a recycler.
Inteleca
+1
Washington is fighting the sovereign AI market that its own companies are building for
Meta
A 25-year parallel file system pioneer now architecting HYDRA - purpose-built infrastructure for Neocloud operators who can't afford idle GPUs.
Company Profile
Feat. Sharon AI, Mistral, Koyeb, AMD, Crusoe, Google, Anthropic, OpenAI, G42, Cerebras, Meta, NVIDIA, Submer, Radian Arc, GTPL and Datasamudra
Mistral
+16
Kubernetes-native AI infrastructure automation for operators who don't want to rebuild from scratch.
Mirantis
Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic
A verified marketplace for buying, selling, and settling GPU infrastructure - with crypto-native escrow and an AI agent that builds your RFQ.
Nodestream
Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland
+13
Plus: tier 2 neos raise millions, Korean chips ship, Gulf models compete, and Scotland goes green
MBZUAI
Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital
Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost
+14
Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.
Stop guessing who does what, and start finding the partners you need
The GPU Directory
Feat. SoftBank, Digital Bridge, Applied Digital, ChronoScale, Meta, Manus, xAI, Lisuan, and Microsoft
Lisuan
Feat. NVIDIA, Groq, xAI, Nscale, Whitefiber, Z.ai, DRAM, Google, Intersect Power, and Fermi America
z.ai
Feat. Hut 8, Fluidstack, Anthropic, Carbon3.ai, Core42, NVIDIA, Mythic, Google, and Vantage
Weekly
Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX
Feat. OpenAI, HSBC, Mistral, Carbon3.ai, DeepSeek, Micron, AWS, Deutsche Telekom, and Schwarz Group
