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 #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX

OpenAI

+13

Issue #77: OpenAI's 'Code Red', HSBC Signs with Mistral, Carbon3.ai's 'Private AI Lab', & Much More

Feat. OpenAI, HSBC, Mistral, Carbon3.ai, DeepSeek, Micron, AWS, Deutsche Telekom, and Schwarz Group

Mistral

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Feat. Washington, HSBC, OpenAI, Megaport, Latitude.sh, Anthropic, Meta, Google, and AWS

OpenAI

Issue #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Feat. Brookfield, KIA, NVIDIA, HUMAIN, GlobalAI, Groq, Cisco, Luma AI, AMD, Vultr, Google, and GMI Cloud

KIA

+12

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Feat. Rumble, Northern Data, AMD, MK1, Corvex, Firmus, Google, China, Meta, Anthropic, and Fluidstack

Firmus

+11

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Cutting time-to-use, reducing variance between sites, and making “tokens out” the default acceptance metric

Gatti Services

Issue #72: Nscale’s Lost Lawsuit, IREN & Lambda Land Microsoft, SpaceX & Google Follow Starcloud Into Orbit

Feat. Nscale, IREN, Lambda, Microsoft, Nebius, Ark Data Centres, Edison Scientific, AWS, OpenAI, Cipher Mining, Starcloud, Crusoe, SpaceX, and Google

OpenAI

+14

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

Ben Baldieri

Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

Issue #77: OpenAI's 'Code Red', HSBC Signs with Mistral, Carbon3.ai's 'Private AI Lab', & Much More

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Issue #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Issue #72: Nscale’s Lost Lawsuit, IREN & Lambda Land Microsoft, SpaceX & Google Follow Starcloud Into Orbit

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

NO FLUFF. NO NOISE. JUST SIGNAL.