Alibaba
Chinese technology and cloud giant; developer of the Qwen models and a major AI-infrastructure investor.
Issue #115: Anthropic and OpenAI have a serious problem
The frontier model race is opening up
Apollo
+26
Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?
Built to compete. Now for rent.
Together AI
+29
Issue #112: 60 People Are on the Hook for $6.3B of Compute
And the model they plan to train doesn't exist yet.
OpenAI
+12
Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200
Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.
Megaport
+18
Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA
New funding and a new model. On the same day. Dario spoils us.
OpenAI
+16
Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore
Feat. NVIDIA, OpenAI, Anthropic, Google, Crusoe, Starcloud, Microsoft, Alibaba, Meta, Blue Owl, and Applied Digital
OpenAI
+11
Issue #66: Arrests at Northern Data, Nscale & Fluidstack Show the Market How to Scale, & "Stargate" China
Feat. Northern Data, Nscale, Nokia, Fluidstack, Cipher Mining, Alibaba, Humain, and China
Alibaba
+8
Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract
Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers
OpenAI
+9
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
+9
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
+9
