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LATEST ISSUES


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

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Is Rumble buying Northern Data? Why is Northern Data selling off business units? Neocloud consolidation season might finally be upon us.

TeraWulf

+10

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Feat. OpenAI, Vast Data, Crusoe, Apple, Cerebras System, Meta, and Brookfield

OpenAI

+7

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Issue #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids

Feat. The UK, China, Groq, Anthropic, Google, the EU AI Act, FuriosaAI, Cadence, Microsoft, OpenAI, and Korea

OpenAI

+11

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

Issue #54: From Gaming to Global GPU Infrastructure with Gcore

They wrote the playbook for high-performance gaming networks. Now, they're rewriting it for AI.

Company Profile

+1

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