Broadcom

Semiconductor and networking supplier; custom AI-accelerator (ASIC) partner to hyperscalers.

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 #117: Meta Just Became a Tenant in Its Own Data Centre

Sale and leaseback becomes the model.

SK Group

+25

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 #111: Feds Save xAI, Block Anthropic

Two federal statutes. One set aside. One enforced.

z.ai

+12

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 #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave

OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.

OpenAI

+11

Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes

The US government had the busiest week in AI infrastructure history. None of it was good for free markets.

OpenAI

Issue #25: TSMC & Intel JVs, A New NCP, & The Second DeepSeek Moment

Feat. TSMC, Intel, Nvidia, Broadcom, CoreWeave, OpenAI, Manus, and Microsoft

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 #8: The Ultimate Cheat Sheet for AI Processors

Your Comprehensive Guide to the 24 Different Processors (Currently) Powering AI

Qualcomm

Issue #5: ByteDance’s $7B Rumour, Meta's LCM, & TSMCs New Customers

Feat. ByteDance, Nvidia, Run:ai, Telekom Malaysia, Meta, TSMC, Broadcom, Digital Bridge, Microsoft, and Google

Run:ai

+10