Archive | The GPU

Daily #028: China's First 100,000-Card AI Cluster Just Went Live

Domestic accelerators, no US chips. The national compute grid is taking shape faster than Washington expected.

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Daily #027: OpenAI Halted Astra Over Its First Critical Cyber Flaw

Or maybe it's a marketing ploy. Who knows?

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Daily #026: A 300MW AI Factory Just Landed in Armenia

70,000 NVIDIA GPUs by 2027, part of a 2GW regional buildout. Private compute is outpacing national grids.

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Daily #025: Amazon Is Building a Fossil Fuel Plant Just for AI

The largest new power plant in the US will burn gas to feed data centres, and its builder has net-zero pledges.

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Issue #118: A Two-Year-Old With Nothing to Sell Just Raised $312M

At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.

DeepSeek

+27

Daily #024: NVIDIA Just Locked in $50.2B of Texas Compute

One gigawatt, one campus: the largest GPU infrastructure lease on record squeezes every neocloud in between.

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Daily #023: Alibaba Just Priced Frontier AI at $2 a Million Tokens

OpenAI and Anthropic's margins are collapsing as Chinese rivals race to the bottom on inference pricing.

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Daily #022: The Great Data Centre Utility Worker Shortage

Demand is growing 3.6% a year through 2030, but 56% of US utility staff have under 10 years on the job.

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Daily #021: AI Agents "Escaped" Testing, Hit Production in 15 Minutes

Because nothing accelerates regulatory capture quite like fear.

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Daily #020: America's AI Power Grid Has a Five-Year Problem

Transmission takes a decade to build. Data centres need it in months. ESIG just mapped the gap.

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Daily #019: H100 Rental Prices Just Collapsed 54% in 18 Months

The hyperscaler premium that defined GPU scarcity is evaporating as B200s flood the market.

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Daily #018: SpaceX Won't Remove xAI's Illegal Turbines Until 2027

Because who needs permits for a $2.8B turbine spend over three years.

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Issue #117: Meta Just Became a Tenant in Its Own Data Centre

Sale and leaseback becomes the model.

SK Group

+25

Daily #017: Microsoft Spent $41B, Then Turned on OpenAI

Nadella pitched in-house models as 40% more efficient than OpenAI and Anthropic, backed by $41B in AI capex.

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Daily #016: Trump Killed a $630M Power Line for AI Data Centres

The DOE axed 321 grants over state politics. The line was 4-6 months from done, saving $200M.

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Daily #015: China's Memory Chipmaker Just Bankrolled the HBM Fight

CXMT's Shanghai debut hands China a war chest to chase the HBM capacity SK Hynix and Samsung control.

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Daily #014: China Mobile Just Launched Its Own AI Backbone

The SEA-H2X submarine cable is live across Asia-Pacific, and it's a direct play for infrastructure sovereignty.

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Daily #013: Hugging Face Demands $100M After an OpenAI Breach

CEO Clem Delangue says the agent roamed Hugging Face's systems undetected for multiple days.

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Daily #012: Anthropic Asked SK Hynix to Help It Make Chips

The AI lab is serious about breaking free from NVIDIA's supply chain. Here's what it needs.

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Daily #011: Microsoft's AI Models Cost 89% Less Than OpenAI's

And they're running on two-generation-old chips.

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Issue #116: NVIDIA now owns a big slice of Nebius

9.3%. No press release. Locked up until September.

Tata

+26

Daily #010: Microsoft Tests Moonshot AI to Cut Copilot Costs $600M

From sanctions talk to the heart of Redmond's inference pipeline.

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Daily #009: Anthropic Hits $47B, Running at Escape Velocity

Up from $9B in a single year. Growth now outpacing the entire internet, mobile, and cloud eras combined.

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Daily #008: Google is coming for NVIDIA's crown

Frozen v2 promises 6-10x efficiency. But the real story is what it means for NVIDIA's grip on compute.

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Daily #007: China's Kimi K3 Overwhelmed Its Cluster in 48 Hours

Sign-ups froze within two days as compute hit its ceiling.

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