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

I’ve been thinking (dangerous, I know)

Each week, I break down the biggest shifts in GPU compute, AI infrastructure, and data centres, giving you the signal without the noise.

• Weekly Breakdowns – Focused deep dives into the biggest trends shaping compute. Market moves, hardware updates, hyperscalers. Everything that actually matters.

• Company Profiles – No fluff, no PR spin. Just real analysis of the key players in the neocloud space: who’s scaling, who’s struggling, and how they stack up on pricing, hardware, service, and positioning.

But this newsletter isn’t just about what I think is important.

It’s about what you need.

And I want to make sure I’m covering what actually matters to you.

So today, I’m flipping it around: What do you want more of?

What Should I Cover Next?

I want to make sure I’m covering what actually matters to you.

Let me know what you want more of and how you want it:

Help Me Understand You Better

A few quick questions to understand who’s reading and what you care about most:

Where I’ll Be & What’s Coming for Paid Subscribers

The next few weeks are packed with big industry events, and I’ll be right in the middle of them:

• Data Centre World – On stand with Panchaea and PNY to talk to operators, investors, and everyone else about what’s actually happening in GPU compute - come and say hi (or take a look at the back of my head in the video thumbnail below)!

• NVIDIA GTC – The biggest AI & GPU event of the year. Expect major announcements on hardware, cloud partnerships, and how NVIDIA sees the future playing out.

• UK Government Events – I’ll (somehow) be in the room for high-level discussions on AI infrastructure, policy, and investment - direct insights to follow.

And for paid subscribers, I’ll be sharing exclusive deep dives from these events:

• What’s being said behind closed doors – the real conversations that aren’t making it into press releases.

• Key takeaways from industry leaders – not just the scripted stage talks, but what actually matters.

• How it all ties back to AI infrastructure, GPU compute, and investment opportunities.

If you want early access to these insights, now’s the time to upgrade: https://thegpu.ai/upgrade

But for now, I want to hear from you.

Take the polls, or hit reply and drop your thoughts in an email.

Let’s make these updates even better.

Ben

Keep The GPU Sharp and Independent

Good analysis isn’t free. And bad analysis? That’s usually paid for.

I want The GPU to stay sharp, independent, and free from corporate fluff. That means digging deeper, asking harder questions, and breaking down the world of GPU compute without a filter.

If you’ve found value in The GPU, consider upgrading to a paid subscription or supporting it below:

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It helps keep this newsletter unfiltered and worth reading.