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 #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

Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

Feat. Apple, Nvidia, CoreWeave, Fluidstack, Crusoe, Meta, FuriosaAI, Microsoft, and Alibaba

Alibaba

+10

Issue #29: The Open-Source AI Acceleration Cloud with Together AI

Open, transparent AI that you can take with you wherever you go.

Together AI

Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW

Feat. Nvidia, xAI, MGX, BlackRock, GIP, Microsoft, CoreWeave, Perplexity, Oracle, OpenAI, Crusoe

OpenAI

+11

Issue #26: Jensen’s GTC Keynote Part 1 - Raw and Unfiltered

Straight from the source from inside GTC

Other

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Because a 2h keynote is a 2-parter

Other

Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment

Feat. TSMC, Intel, Nvidia, Broadcom, CoreWeave, OpenAI, Manus, and Microsoft

OpenAI

Issue #24: Culham's Journey From Air Station to Fusion Pioneer to Exascale AI Hub

From the frontiers of fusion research to the frontiers of artificial intelligence

UKAEA

Issue #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW

Feat. CoreWeave, Microsoft, Weights & Biases, Fluidstack, Mistral, Anthropic, TSMC, and Nebius

Mistral

Issue #22: GPUs? Market Moves? Neoclouds? Power? You decide.

I need your input. Tell me what matters most.

Other

Issue #21: Jensen Prints, A Neocloud Eyes Going Public, & G42 Heads to Italy

Feat. Nvidia, CoreWeave, Starcloud, OpenAI, Perplexity, Microsoft, G42, and ENI

OpenAI

Ben Baldieri

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

Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

Issue #29: The Open-Source AI Acceleration Cloud with Together AI

Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW

Issue #26: Jensen’s GTC Keynote Part 1 - Raw and Unfiltered

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment

Issue #24: Culham's Journey From Air Station to Fusion Pioneer to Exascale AI Hub

Issue #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW

Issue #22: GPUs? Market Moves? Neoclouds? Power? You decide.

Issue #21: Jensen Prints, A Neocloud Eyes Going Public, & G42 Heads to Italy

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