Nvidia

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 #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

Feat. Nvidia, G42, CoreWeave, Core Scientific, Cerebras Systems, AMD, Google, and Firmus

Firmus

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 #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE

KSA

+10

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 #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Feat. Nvidia, Hugging Face, Pollen Robotics, CoreWeave, Google, AMD, and Deloitte

CoreWeave

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC

Oracle

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 #26: Jensen’s GTC Keynote Part 1 - Raw and Unfiltered

Straight from the source from inside GTC

Other

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

Because a 2h keynote is a 2-parter

Other

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

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

OpenAI

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 #17: AMD, G42, DataOne, Fluidstack, & Sesterce Bet Big in France

Feat. France, Crusoe, AMD, G42, DataOne, HydraHost, Fluidstack, Sesterce, Mistral, Positron, Nvidia, EDF, and Tencent

Mistral

+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 #8: The Ultimate Cheat Sheet for AI Processors

Your Comprehensive Guide to the 24 Different Processors (Currently) Powering AI

Qualcomm

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 #3: xAI’s $6B Raise, AWS’s $10B Bet & Core42's New Partnership

Feat. xAI, Nvidia x Run:AI, Core42 x TeraWulf, The Genesis Physics Engine, Intel, Digital Realty, and AWS

TeraWulf

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

Nvidia

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

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Issue #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

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 #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

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

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

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

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

Issue #26: Jensen’s GTC Keynote Part 1 - Raw and Unfiltered

Issue #27: Jensen’s GTC Keynote Part 2 - The Rest of the Story

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

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

Issue #17: AMD, G42, DataOne, Fluidstack, & Sesterce Bet Big in France

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

Issue #8: The Ultimate Cheat Sheet for AI Processors

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

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

Issue #3: xAI’s $6B Raise, AWS’s $10B Bet & Core42's New Partnership

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

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