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Ben Baldieri

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Broadcom

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

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

+8

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

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

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

OpenAI

+8

Issue #19: Microsoft Breaks Physics, Ori Heads to KSA, and ROK Goes Beyond Hyperscale

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

Issue #8: The Ultimate Cheat Sheet for AI Processors

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

Qualcomm

+8

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

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

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