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The only briefing you need to stay ahead in compute.

Curated for builders, buyers, and backers of the AI stack. Delivered weekly.

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LATEST ISSUES


Issue #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit

Issue #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit

Plus: tier 2 neos raise millions, Korean chips ship, Gulf models compete, and Scotland goes green

MBZUAI

+12

Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection

Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection

Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital

OpenAI

+8

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost

OpenAI

+14

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.

OpenAI

+9

Issue #82: I built the missing layer in AI infrastructure discovery

Issue #82: I built the missing layer in AI infrastructure discovery

Stop guessing who does what, and start finding the partners you need

The GPU Directory

Issue #81: Masa & Zuckerberg Go Shopping, Applied Digital Spins Out New Neocloud, & Satya's Mind Bicycle Avoids AI Slop Debate

Issue #81: Masa & Zuckerberg Go Shopping, Applied Digital Spins Out New Neocloud, & Satya's Mind Bicycle Avoids AI Slop Debate

Feat. SoftBank, Digital Bridge, Applied Digital, ChronoScale, Meta, Manus, xAI, Lisuan, and Microsoft

Lisuan

+9

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