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.

Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source

Feat. OpenAI, Microsoft, G42, NVIDIA, Huawei, Humain, Qualcomm, OpenFold3, SambaNova, Amazon, and China

OpenAI

+11

Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore

Feat. NVIDIA, OpenAI, Anthropic, Google, Crusoe, Starcloud, Microsoft, Alibaba, Meta, Blue Owl, and Applied Digital

OpenAI

+11

Issue #69: OpenAI Opens Door to Porn, Oracle's Zettascale Supercomputer, & NVIDIA's 1MW Rack Future

Feat. OpenAI, Nscale, Microsoft, Nebius, Intel, Oracle, and NVIDIA

OpenAI

Issue #68: BoE Warns of Bubble, Oracles Thin Margins Spark Market Wobbles, & AMD Binds Fate to OpenAI

Feat. BoE, CoreWeave, MonolithAI, QumulusAI, Permian Labs, AMD, OpenAI, Oracle, and Applied Digital

OpenAI

Issue #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future

Feat. Crusoe, OpenAI, Oracle, Nscale, CoreWeave, Meta, Anthropic, Cerebras, Microsoft, NVIDIA, and Innova

OpenAI

+11

Issue #66: Arrests at Northern Data, Nscale & Fluidstack Show the Market How to Scale, & "Stargate" China

Feat. Northern Data, Nscale, Nokia, Fluidstack, Cipher Mining, Alibaba, Humain, and China

Alibaba

Issue #65: Stargate UK x Nscale, NVIDIA Invests in Intel, & China Says "No" to More American GPUs

Feat. Nscale, NVIDIA, OpenAI, Microsoft, Carbon3.ai, Nebius, CoreWeave, Luminary Cloud, Intel, Huawei, Google, and BlackRock

OpenAI

+12

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Simplify the complexity. Wrap it in workflows. And make it consumable.

Rafay

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers

OpenAI

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Same silicon. Different outcomes.

CUDO Compute

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital

Amkor

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Feat. NVIDIA, Intel, Vultr, Digital Realty, xAI, Hugging Face, China, Meta, and Fermi America

Digital Realty

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Bringing turnkey virtualisation and overcommit to neoclouds and AI infrastructure

Company Profile

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Feat. Washington, Beijing, Crusoe, Atero, Fluidstack, Terawulf, Google, IBM, NASA, Hugging Face, SoftBank, Foxconn, Stargate, Lambda, and EdgeConneX

TeraWulf

+13

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Is Rumble buying Northern Data? Why is Northern Data selling off business units? Neocloud consolidation season might finally be upon us.

TeraWulf

+10

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Feat. OpenAI, Vast Data, Crusoe, Apple, Cerebras System, Meta, and Brookfield

OpenAI

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Feat. The UK, China, Groq, Anthropic, Google, the EU AI Act, FuriosaAI, Cadence, Microsoft, OpenAI, and Korea

OpenAI

+11

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

They wrote the playbook for high-performance gaming networks. Now, they're rewriting it for AI.

Company Profile

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft

OpenAI

+10

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Feat. Nvidia, G42, CoreWeave, Core Scientific, Cerebras Systems, AMD, Google, and Firmus

Firmus

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Feat. OpenAI, Google, HPE, Juniper Networks, Hydra Host, CoreWeave, Apple, Space Forge, Oracle, and Meta

OpenAI

+10

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Feat. Meta, OpenAI, Stability AI, Anthropic, Nebius, DeepMind, Texas Instruments, Amazon, and Fermi America

OpenAI

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Feat. OpenAI, CoreWeave, Crusoe, Midjourney, AMD, Xbox, Microsoft, and AirJoule

OpenAI

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

After wiring the first internet, Juniper is back, building the networks behind sovereign AI, GPU clusters, and inference at scale.

Company Profile

Ben Baldieri

Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source

Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore

Issue #69: OpenAI Opens Door to Porn, Oracle's Zettascale Supercomputer, & NVIDIA's 1MW Rack Future

Issue #68: BoE Warns of Bubble, Oracles Thin Margins Spark Market Wobbles, & AMD Binds Fate to OpenAI

Issue #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future

Issue #66: Arrests at Northern Data, Nscale & Fluidstack Show the Market How to Scale, & "Stargate" China

Issue #65: Stargate UK x Nscale, NVIDIA Invests in Intel, & China Says "No" to More American GPUs

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Issue #47: Juniper Networks Second Rollout: From the Internet Backbone to AI Infrastructure

NO FLUFF. NO NOISE. JUST SIGNAL.