AMD

Chipmaker; NVIDIA's main GPU rival with the Instinct line of AI accelerators.

Issue #131: Anthropic's Operating Profit Arrived Before Its Compute Did

Anthropic's public S-1 shows a $974m quarterly operating profit, earned while most of its compute is still on order.

Apollo

+23

Issue #126: Anthropic's Leaked Draft Shows $518bn of Compute, Mostly Locked In

Under $5bn of sales. A $42bn loss. $518bn of compute. None of it adds up today. All of it is already signed.

Firmus

+24

Issue #119: NVIDIA and Wall Street give birth to a new asset class

But don't call it vendor financing.

Apollo

+27

Issue #116: NVIDIA now owns a big slice of Nebius

9.3%. No press release. Locked up until September.

Tata

+26

Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?

Built to compete. Now for rent.

Together AI

+29

Issue #110: SpaceX Lists at Record $75B as Apollo Writes $35B for Anthropic Without NVIDIA, & SoftBank's $6B Loan Stalls

The largest IPO in history just priced one of the largest AI compute landlords on earth

Apollo

+10

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 #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment

Subsea cables were built as public goods. Four American companies turned them into private infrastructure.

OpenAI

+18

Issue #93: A Leaked State Department Cable, "AI Snake Oil" & "Peak Insanity", & Brookfield Buys Ori

Washington is fighting the sovereign AI market that its own companies are building for

Issue #91: Sharon AI Goes Public with 432 GPUs, AMDs Alleged $300M Crusoe Backstop, & Submer's Radian Arc Expands in India

Feat. Sharon AI, Mistral, Koyeb, AMD, Crusoe, Google, Anthropic, OpenAI, G42, Cerebras, Meta, NVIDIA, Submer, Radian Arc, GTPL and Datasamudra

Mistral

+16

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost

OpenAI

+14

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.

OpenAI

Issue #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Feat. Brookfield, KIA, NVIDIA, HUMAIN, GlobalAI, Groq, Cisco, Luma AI, AMD, Vultr, Google, and GMI Cloud

KIA

+12

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Feat. Rumble, Northern Data, AMD, MK1, Corvex, Firmus, Google, China, Meta, Anthropic, and Fluidstack

Firmus

+11

Issue #68: BoE Warns of Bubble, Oracles Thin Margins Spark Market Wobbles, & AMD Binds Fate to OpenAI

Feat. BoE, CoreWeave, MonolithAI, QumulusAI, Permian Labs, AMD, OpenAI, Oracle, and Applied Digital

OpenAI

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

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

CoreWeave

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