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The only briefing you need to stay ahead in compute.

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LATEST ISSUES


Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers

OpenAI

+9

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Same silicon. Different outcomes.

CUDO Compute

+1

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital

Amkor

+8

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Feat. NVIDIA, Intel, Vultr, Digital Realty, xAI, Hugging Face, China, Meta, and Fermi America

Digital Realty

+8

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Issue #59: Rebuilding GPU Provider Economics with Hosted.ai

Bringing turnkey virtualisation and overcommit to neoclouds and AI infrastructure

Company Profile

+1

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Issue #58: State Capitalism with US Characteristics, SoftBank's Server Factory, & Open Source Heliophysics

Feat. Washington, Beijing, Crusoe, Atero, Fluidstack, Terawulf, Google, IBM, NASA, Hugging Face, SoftBank, Foxconn, Stargate, Lambda, and EdgeConneX

TeraWulf

+13

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