Logo
Search
ABOUT
CONTENT
GET INVOLVED
SIGN IN
SUBSCRIBE
UPGRADE

STAY UPDATED

The only briefing you need to stay ahead in compute.

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

I consent to receive newsletters via email. Terms of use and Privacy policy.

LATEST ISSUES

Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX

OpenAI

+13

Issue #77: OpenAI's 'Code Red', HSBC Signs with Mistral, Carbon3.ai's 'Private AI Lab', & Much More

Issue #77: OpenAI's 'Code Red', HSBC Signs with Mistral, Carbon3.ai's 'Private AI Lab', & Much More

Feat. OpenAI, HSBC, Mistral, Carbon3.ai, DeepSeek, Micron, AWS, Deutsche Telekom, and Schwarz Group

Mistral

+9

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Feat. Washington, HSBC, OpenAI, Megaport, Latitude.sh, Anthropic, Meta, Google, and AWS

OpenAI

+9

Issue #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Issue #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Feat. Brookfield, KIA, NVIDIA, HUMAIN, GlobalAI, Groq, Cisco, Luma AI, AMD, Vultr, Google, and GMI Cloud

KIA

+12

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Feat. Rumble, Northern Data, AMD, MK1, Corvex, Firmus, Google, China, Meta, Anthropic, and Fluidstack

Firmus

+11

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Cutting time-to-use, reducing variance between sites, and making “tokens out” the default acceptance metric

Gatti Services

+1

Home

About

Subscribe

Upgrade

Tags

Weekly Breakdowns

Company Profiles

Archive

LinkedIn

Sponsor

Editorial Guidelines

Authors

NO FLUFF. NO NOISE. JUST SIGNAL.

I consent to receive newsletters via email. Terms of use and Privacy policy.