Issue #0: What Is The GPU?

GPU compute is no longer about raw access.

Businesses are demanding outcomes, not hardware. Cloud costs are spiralling. Data sovereignty matters more than ever. NeoClouds are rewriting the rules on scalability, performance, and speed-to-market. And the infrastructure powering AI is running up against limits no one’s talking about.

This is where I come in.

• AIaaS vs GPUaaS: Why solutions are replacing hardware.

• Data Centre Economics: How capacity, tenants, and costs shape the AI landscape.

• NeoClouds & Sovereign AI: Why cloud repatriation and hybrid adoption are growing.

• Financial Insights: Margins, scale, and the economics behind AI infrastructure.

The trends shaping compute are happening fast. Commoditisation. Cloud exits. Consolidation. If you’re not paying attention, you’re already behind.

Expect sharp, no-fluff analysis on the future of GPU compute, AIaaS, and the infrastructure it depends on.

If you care about where compute is going, The GPU will get you there first.

Let’s get into it.

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 economics of compute without a filter.

If you’ve found value in The GPU, consider supporting it.

☕ Buy Me A Coffee → https://buymeacoffee.com/bbaldieri

It helps keep this newsletter unfiltered and worth reading.