Applied Digital
US developer of HPC and AI data-centre campuses.
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 #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection
Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital
OpenAI
+8
Issue #81: Masa & Zuckerberg Go Shopping, Applied Digital Spins Out New Neocloud, & Satya's Mind Bicycle Avoids AI Slop Debate
Feat. SoftBank, Digital Bridge, Applied Digital, ChronoScale, Meta, Manus, xAI, Lisuan, and Microsoft
Lisuan
+9
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 #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
+9
Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory
Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital
Amkor
+8
