Microsoft

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 #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 #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft

OpenAI

+10

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Feat. OpenAI, CoreWeave, Crusoe, Midjourney, AMD, Xbox, Microsoft, and AirJoule

OpenAI

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Feat. Nvidia, Humain, CoreWeave, Nebius, Northern Data, DeepSeek, AMD, Alibaba, Microsoft, and Blue Owl Capital

DeepSeek

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Feat. OpenAI, io, Core42, iGenius, Crusoe, Vast Data, Nvidia, Microsoft, Google, MGX, Mistral, & Bpifrance

Mistral

+12

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

Feat. Nscale, Meta, Nebius, DDN, Alibaba, Anthropic, Intel, Amazon, and Microsoft

Alibaba

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du

OpenAI

Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

Feat. Apple, Nvidia, CoreWeave, Fluidstack, Crusoe, Meta, FuriosaAI, Microsoft, and Alibaba

Alibaba

+10

Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW

Feat. Nvidia, xAI, MGX, BlackRock, GIP, Microsoft, CoreWeave, Perplexity, Oracle, OpenAI, Crusoe

OpenAI

+11

Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment

Feat. TSMC, Intel, Nvidia, Broadcom, CoreWeave, OpenAI, Manus, and Microsoft

OpenAI

Issue #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW

Feat. CoreWeave, Microsoft, Weights & Biases, Fluidstack, Mistral, Anthropic, TSMC, and Nebius

Mistral

Issue #21: Jensen Prints, A Neocloud Eyes Going Public, & G42 Heads to Italy

Feat. Nvidia, CoreWeave, Starcloud, OpenAI, Perplexity, Microsoft, G42, and ENI

OpenAI

Issue #19: Microsoft Breaks Physics, Ori Heads to KSA, and ROK Goes Beyond Hyperscale

Feat. Ori, Lambda, Together AI, Core42, Qualcomm, Perplexity, Thinking Machines, Intel, TSMC, Broadcom, Microsoft, and ROK

Together AI

+12

Issue #9: The UK’s AI Push, Billions in NeoCloud Investments, & AI Diffusion

Feat. The UK, Biden, Vantage Data Centres, Nscale, Kyndryl, Applied Digital, CoreWeave, Nvidia, Mistral, Microsoft, TSMC, and AWS

Mistral

+11

Issue #7: The Shenzhen of ASEAN, $100B of DC Investments, & CES

Feat. Johor, Blackstone, DDN, Applied Digital, Nvidia, AMD, Trump x DAMAC, Microsoft, and CrewAI

Johor

+12

Issue #5: ByteDance’s $7B Rumour, Meta's LCM, & TSMCs New Customers

Feat. ByteDance, Nvidia, Run:ai, Telekom Malaysia, Meta, TSMC, Broadcom, Digital Bridge, Microsoft, and Google

Run:ai

+10

Issue #1: A $333M raise, 485,000 Hoppers, and a glimmer of AGI

Feat. Vultr, OpenAI, Switch x Oklo, Ori, the GB200, and Microsoft

OpenAI

Microsoft

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

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

Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B

Issue #48: OpenAI x The Pentagon, Neoclouds Move Up the Stack, & AMD Powered Xboxes

Issue #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW

Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment

Issue #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW

Issue #21: Jensen Prints, A Neocloud Eyes Going Public, & G42 Heads to Italy

Issue #19: Microsoft Breaks Physics, Ori Heads to KSA, and ROK Goes Beyond Hyperscale

Issue #9: The UK’s AI Push, Billions in NeoCloud Investments, & AI Diffusion

Issue #7: The Shenzhen of ASEAN, $100B of DC Investments, & CES

Issue #5: ByteDance’s $7B Rumour, Meta's LCM, & TSMCs New Customers

Issue #1: A $333M raise, 485,000 Hoppers, and a glimmer of AGI

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