Weekly

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 #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 #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Feat. OpenAI, Google, HPE, Juniper Networks, Hydra Host, CoreWeave, Apple, Space Forge, Oracle, and Meta

OpenAI

+10

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Feat. Meta, OpenAI, Stability AI, Anthropic, Nebius, DeepMind, Texas Instruments, Amazon, and Fermi America

OpenAI

Issue #46: AMD Advancing AI, Nvidia GTC Paris, & Neocloud Moves in Europe

Feat. AMD, Nvidia, Nebius, Meta, Scale AI, Google, Together AI, and Hypertec

Together AI

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Feat. AWS, AMD, Nebius, xAI, Global Foundries, Meta, and Northern Data

Global Foundries

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 #39: OpenAI Blinks, G42 Builds, & Roblox Breaks Ground

Feat. OpenAI, Gcore, Nebius, Toloka, Hugging Face, SambaNova, G42, Cisco, and Roblox

OpenAI

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 #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 #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

Feat. OpenAI, AMD, ZT Systems, Fluidstack, Macquarie, DreamActor-M1, Maxwell Labs, Sandia Labs, Google, CoreWeave, and Homer City

DreamActor-M1

+11

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 #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 #15: Jail Time for DeepSeek, Deep Research, & Housework Robots

Feat. Josh Hawley, DeepSeek, SSI, CoreWeave, OpenAI, HuggingFace, Cerebras, UAE, and Meta

DeepSeek

Issue #13: DeepSeek, HPE & Juniper vs. The DOJ, & 20GW of Natural Gas

Feat. DeepSeek, The DOJ, HPE, Juniper Networks, Lambda, Pegatron, Alibaba, ASML, and Meta

DeepSeek

Weekly

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 #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 #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Issue #46: AMD Advancing AI, Nvidia GTC Paris, & Neocloud Moves in Europe

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

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 #39: OpenAI Blinks, G42 Builds, & Roblox Breaks Ground

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 #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 #32: OpenAI’s $40B Raise, AMD's $4.9B Buy, & Laser Cooled Chips

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

Issue #15: Jail Time for DeepSeek, Deep Research, & Housework Robots

Issue #13: DeepSeek, HPE & Juniper vs. The DOJ, & 20GW of Natural Gas

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