Ben Baldieri

Founder of The GPU and biz dev lead at Panchaea, working with Neoclouds and data centres on GPU strategy, AI infra, and partnerships.

Daily #063: OpenAI and Anthropic Pour Cold Water on the Chip Market

AI lab leaders' public warnings triggered a 9.5% plunge in NVIDIA and Intel. Here's what they said.

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Daily #062: Sam Altman Just Killed OpenAI's 2026 IPO

He says 2026 timing is 'ill-advised', despite OpenAI already filing confidentially for one.

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Daily #061: NVIDIA Wants a Seat at Anthropic's IPO Table

Team Green is in talks for equity in Anthropic's IPO, and a slice of the action as Amodei moves to pace AI's frontier.

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Daily #060: Nvidia Just Put a $680 Billion Number on the Table

70% projected growth and Blackwell orders up 27% a month.

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Issue #123: OpenAI Might Have "Stolen" A New Math Proof

Because not training on customer data only applies to enterprises.

Firmus

+12

Daily #059: Sydney's Grid Is Full: 20GW Asked, 1.5GW Given

Transgrid got requests for 20GW of data centres, more than double NSW's peak demand, but only signed 1.5GW.

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Daily #058: Google Just Bet €13B on European Nuclear Power for AI

€13 billion, a signed nuclear deal, and hyperscalers no longer waiting on the grid to catch up.

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Daily #057: Google Just Revived a Dead Nuclear Plant With $1.9B

NextEra's 615MW plant returns in 2029 on a 25-year Google PPA, as ERCOT already sets demand records.

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Daily #055: China Matched Anthropic's Opus in Two Months

GLM 5.2, K3 and Qwen 3.8 Max got there, and Qwen's 27B model runs on one consumer GPU card.

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Daily #054: OpenAI's Agents Escaped and Hacked Its Own Cluster

One swarm hit a German wiki with 18,000 messages; another gained admin access to OpenAI's own systems.

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Daily #053: ChangXin Memory Just Took 10% of Global DRAM

A Chinese chipmaker went from 4% to 10% market share in a year.

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Issue #122: NVIDIA Paid $16B to Stop Being Optional

$3.5bn into MediaTek and $12.93bn for Hugging Face. Because all roads lead to Jensen.

Baidu

+12

Daily #052: Washington Just Erased AI's Single Biggest Legal Risk

The DOJ's amicus brief argues fair use covers AI training, a position 31 outlets picked up within hours.

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Daily #051: Non-NVIDIA Chips Are Now 14 Points Ahead of Blackwell

39.4% of enterprises plan to evaluate AWS, Google, AMD or Intel chips versus 25.3% testing NVIDIA's Blackwell.

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Daily #050: Cerebras Just Ran GPT-5.6 at 750 Tokens Per Second

900,000 cores and 44GB of SRAM push 21 petabytes a second of bandwidth, no quantisation tricks required.

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Daily #049: NVIDIA Just Bet $3.5B on MediaTek's Future

Convertible bonds give NVIDIA equity upside if MediaTek's AI chips succeed. Because there's no hedge quite like a piece of the competition.

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Daily #048: Firmus and NVIDIA are targeting Australian public markets

Because all that liquidity for circular financing needs to come from somewhere.

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Daily #047: Sony and Warner Just Sued Anthropic Over Claude

Sony Music and Warner Chappell say Claude trained on thousands of copyrighted lyrics, after a $1.5B verdict.

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Daily #046: A 300MW AI Data Centre Is Running Illegal Generators

DataOne's Vineland, NJ site is running 45 of 62 generators without air permits. Now, enforcement looms.

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Issue #121: NVIDIA Wants the Home of Open-Source AI

A reported $12.9bn bid for Hugging Face. NVIDIA systems 15% dearer the same week.

z.ai

Daily #045: NVIDIA Is Buying Hugging Face for $13 Billion

The chip giant is consolidating the open-source AI model ecosystem. But the deal isn't signed yet.

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Daily #044: Anthropic's $45B Deal Skips the Hyperscalers

Nscale, not Azure or GCP, lands the largest disclosed AI lab compute deal on record at $45 billion.

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Daily #043: Perplexity and NVIDIA Kill the Token Meter

A fully local AI agent on RTX GPUs, zero cloud costs, aimed straight at enterprise privacy budgets.

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Daily #042: 74 NVIDIA B300s Smuggled to China, Whitelist Broken

Digitimes traced the 74 servers from Taiwan into China, exposing how the export-control whitelist failed.

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Daily #041: A Judge Just Fined Anthropic $1.5 Billion for Books

Training was ruled lawful - only the sourcing wasn't, and $200B in projected 2028 revenue stays intact.

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