When I launched The GPU, it was just a side project.

A way to track who was buying the hardware. Raising and deploying capital. Racing to build AI infrastructure faster than the market could price it.

The neocloud profiles were a big part of that.

Because they were loud, fast-moving, and underreported.

But the newsletter grew. The audience sharpened. And the story keeps getting wider.

I’ve heard from multiple people in the industry that they use the GPU as a burgeoning single source of truth, of sorts, for this little, incredibly well-capitalised and questionably highly geared niche.

And I’ve started getting requests from very unexpected places.

Data centre builders and operators are reading. Investors and capital allocators are reaching out. OEMs, cooling vendors, storage companies have showed up.

And these avatars aren’t asking to watch, but to participate.

That changed how I think about these profiles.

Who reads this

Understanding more about my readership is a major reason for these changes.

I’m lucky enough to have subscribers from:

• NVIDIA, AMD, Intel

• CBRE, JLL, Knight Frank

• Vast Data, DDN, Weka, Pure Storage

• SuperMicro, Dell, ASUS, Gigabyte, PNY

• CoreWeave, Lambda, Voltage Park, Vultr, Core42

• DCD, Bloomberg, Grand View Research, RestOfWorld

• Brookfield, JP Morgan, Goldman Sachs, Macquarie, Moelis

• And many, many more

With top geographies including:

• US, UK, Germany, UAE, Netherlands, Canada

• Dense clusters in SF Bay, London, Berlin, Amsterdam, Dubai

These individuals don’t just care about AI infrastructure. They shape it.

My thesis, therefore, is simple:

Provide more information with which to shape.

What’s changing

Starting this week, Wednesday profiles are expanding beyond GPU cloud platforms.

The new scope includes:

• OEMs building the hardware stack

• Cooling companies chasing better efficiency

• Power-native developers financing AI from the grid up

• Storage and networking vendors solving I/O bottlenecks

• Modular infrastructure providers delivering 10MW+ on short cycles

Put simply, if you’re in the AI infrastructure stack somewhere, you're now in scope.

What this means for subscribers

So what does this mean if you’ve been reading since the early days?

If you’re here for the signal, not the narrative, nothing changes.

You’ll still get:

• A clear breakdown of what’s being built

• How the business model works

• Where the traction (or fragility) lies

• And why it matters to the broader AI infrastructure stack

The profiles are not endorsements. They are not rewrites of pitch decks.

They are research-grade breakdowns built for commercial awareness, not hype.

And if you’ve been paying attention, the bottlenecks are no longer just compute.

They’re energy. Cooling. Storage. Delivery. Capital stack efficiency.

This expansion reflects that.

What’s not changing

The editorial bar.

Every profile follows the same process:

• Who are you

• What do you

• Who’s in charge

• How are you doing it

• What are you doing now

• Why you’re important (or not)

• Where are you going next, and how are you getting there

I’m not running PR. I’m not providing endorsements. I’m not rewriting pitchdecks.

I’m writing for readers who care about what is true. Not what is announced.

If you’re looking for a fluff piece, this isn’t the place.

If you’re looking to get your story right in front of the people who matter, read on.

Want to be profiled?

If you're building in the AI infrastructure stack - OEM, storage, cooling, power, cloud, or otherwise - and want your company profiled with clarity, objectivity, and context:

Get in touch.

You’ll get:

• A full profile distributed to over 1,400 newsletter subscribers

• Reach across 11,000+ LinkedIn followers in infra, capital, and cloud ecosystems

• The same editorial sharpness applied to every company that’s earned a profile so far

No PR. No spin. No fluff.

Just a clear, structured explanation of what you're building, how it works, and why it matters.

If that sounds right, reply to this email and/or fill out the form below - I’ll be in touch.

If not, there are plenty of marketing newsletters and PR channels out there.

This just isn’t one of them.