Amazon
Retail and cloud giant; parent of AWS and a backer of Anthropic.
Issue #118: A Two-Year-Old With Nothing to Sell Just Raised $312M
At a $3.3bn valuation. Arm and Netflix's co-founder are in. First chip: 2027.
DeepSeek
+27
Issue #117: Meta Just Became a Tenant in Its Own Data Centre
Sale and leaseback becomes the model.
SK Group
+25
Issue #116: NVIDIA now owns a big slice of Nebius
9.3%. No press release. Locked up until September.
Tata
+26
Issue #87: NVIDIA & OpenAI's $100B Breakup, Production Workloads Enter CoreWeave's ARENA, & SpaceX's $1.25T Mega-Merger
Feat. NVIDIA, OpenAI, SpaceX, xAI, CoreWeave, Lambda, Anthropic, Positron AI, Cerebras, Amazon, Google, and Scotland
OpenAI
+13
Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres
Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX
OpenAI
+13
Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source
Feat. OpenAI, Microsoft, G42, NVIDIA, Huawei, Humain, Qualcomm, OpenFold3, SambaNova, Amazon, and China
OpenAI
+11
