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

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

Daily

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.

Daily

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.

Daily

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.

Daily

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.

Daily

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.

Daily

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.

Daily

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

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

Daily

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.

Daily

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.

Daily

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.

Daily

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

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

Daily

Daily #006: Moonshot AI are planning a Hong Kong IPO after Kimi K3 release

Chinese labs are having a moment. Again.

Daily

Daily #005: AWS Invoiced Customers $1.5 Trillion by Mistake

A billing system glitch generated phantom charges. The company is now scrambling to calm worried customers.

Daily

Daily #004: General Compute Just Mortgaged $400M of Inference Chips

First major debt deal collateralised by inference silicon. What happens when the collateral becomes obsolete?

Daily

Issue #115: Anthropic and OpenAI have a serious problem

The frontier model race is opening up

Apollo

+26

Daily #003: Anthropic Just Locked in $19B of Power for a Decade

TeraWulf's Kentucky smelter becomes the AI lab's private grid.

Daily

Daily #002: One in Five Giant AI Data Centres Just Stalled

17 committed projects over 900MW, up from three in 2023. The grid, not GPUs, is what's stalling them.

Daily

Daily #001: One Neocloud Is Sitting on $46 Billion in GPU Deals

$27B from Meta, $19.4B from Microsoft, and Reflection's new $1B.

Daily

You're missing out

Two updates. One only if you opt in.

Daily

Issue #114: SambaNova Said No to a $1.6b Buyout

And for good reason.

Together AI

+33

Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?

Built to compete. Now for rent.

Together AI

+29

Issue #112: 60 People Are on the Hook for $6.3B of Compute

And the model they plan to train doesn't exist yet.

OpenAI

+12