Ben Baldieri

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 #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

Issue #46: AMD Advancing AI, Nvidia GTC Paris, & Neocloud Moves in Europe

Feat. AMD, Nvidia, Nebius, Meta, Scale AI, Google, Together AI, and Hypertec

Together AI

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Feat. AWS, AMD, Nebius, xAI, Global Foundries, Meta, and Northern Data

Global Foundries

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Feat. Nvidia, Humain, CoreWeave, Nebius, Northern Data, DeepSeek, AMD, Alibaba, Microsoft, and Blue Owl Capital

DeepSeek

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

The only feed you’ll ever need. Every signal. No noise. Only for paid subscribers.

Premium

Issue #42: Building the Real World AI Deployment Layer with AIREV

Forget research labs. This team is turning real-time AI into infrastructure that is scalable, sovereign, and ready to run anywhere.

Airev

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Feat. OpenAI, io, Core42, iGenius, Crusoe, Vast Data, Nvidia, Microsoft, Google, MGX, Mistral, & Bpifrance

Mistral

+12

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE

KSA

+10

Issue #39: OpenAI Blinks, G42 Builds, & Roblox Breaks Ground

Feat. OpenAI, Gcore, Nebius, Toloka, Hugging Face, SambaNova, G42, Cisco, and Roblox

OpenAI

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

Feat. Nscale, Meta, Nebius, DDN, Alibaba, Anthropic, Intel, Amazon, and Microsoft

Alibaba

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du

OpenAI

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Feat. Nvidia, Hugging Face, Pollen Robotics, CoreWeave, Google, AMD, and Deloitte

CoreWeave

Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

What started with GPUs is now much bigger.

Other

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC

Oracle

Issue #33: Building Franchised AI Factories with Hydra Host

The world is building AI factories. Hydra makes them profitable.

Hydra Host

Issue #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

Feat. OpenAI, AMD, ZT Systems, Fluidstack, Macquarie, DreamActor-M1, Maxwell Labs, Sandia Labs, Google, CoreWeave, and Homer City

DreamActor-M1

+11

Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

24k H100s, zero debt, and a stealth strategy that’s reshaping GPUaaS at scale.

Voltage Park

Ben Baldieri

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

Issue #46: AMD Advancing AI, Nvidia GTC Paris, & Neocloud Moves in Europe

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Issue #43: The Neocloud Newsfeed: Every NeoCloud Update. One Feed.

Issue #42: Building the Real World AI Deployment Layer with AIREV

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Issue #39: OpenAI Blinks, G42 Builds, & Roblox Breaks Ground

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Issue #35: The Wednesday Profiles Are Evolving. Here's How To Get Involved.

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Issue #33: Building Franchised AI Factories with Hydra Host

Issue #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

Issue #31: Voltage Park: The $1B GPU Cloud You’ve Never Heard Of

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