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Ben Baldieri

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

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LATEST ISSUES


Issue #97: NVIDIA GTC 2026: $1 Trillion in Orders, Seven New Chips, Groq's Place in the Ecosystem, & NemoClaw

Issue #97: NVIDIA GTC 2026: $1 Trillion in Orders, Seven New Chips, Groq's Place in the Ecosystem, & NemoClaw

The full keynote breakdown. Every announcement, every chip, every number. No PR.

Nvidia

Issue #96: NVIDIA Puts $2B Into 5GW Nebius Partnership, Nscale Raises $2B & Questions from The Guardian, & xAI's 41 Gas Turbines

Issue #96: NVIDIA Puts $2B Into 5GW Nebius Partnership, Nscale Raises $2B & Questions from The Guardian, & xAI's 41 Gas Turbines

The biggest week in AI infrastructure this year. And a scaffolding yard in Essex.

Oracle

+8

Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes

Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes

The US government had the busiest week in AI infrastructure history. None of it was good for free markets.

OpenAI

+8

Issue #94: The Other Side of the GPU Lifecycle with Inteleca

Issue #94: The Other Side of the GPU Lifecycle with Inteleca

An Atlanta ITAD provider betting that mid-market GPU decommissioning needs a remarketing partner, not a recycler.

Inteleca

+1

Issue #93: A Leaked State Department Cable, "AI Snake Oil" & "Peak Insanity", & Brookfield Buys Ori

Issue #93: A Leaked State Department Cable, "AI Snake Oil" & "Peak Insanity", & Brookfield Buys Ori

Washington is fighting the sovereign AI market that its own companies are building for

Meta

+11

Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA

Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA

A 25-year parallel file system pioneer now architecting HYDRA - purpose-built infrastructure for Neocloud operators who can't afford idle GPUs.

Company Profile

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