CoreWeave
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 #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 #86: CoreWeave Gets $2B, Microsoft Ships New Chip, & Anthropic Lands a Government and a Lawsuit
Plus: tier 2 neos raise millions, Korean chips ship, Gulf models compete, and Scotland goes green
MBZUAI
+12
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 #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future
Feat. Crusoe, OpenAI, Oracle, Nscale, CoreWeave, Meta, Anthropic, Cerebras, Microsoft, NVIDIA, and Innova
OpenAI
+11
Issue #65: Stargate UK x Nscale, NVIDIA Invests in Intel, & China Says "No" to More American GPUs
Feat. Nscale, NVIDIA, OpenAI, Microsoft, Carbon3.ai, Nebius, CoreWeave, Luminary Cloud, Intel, Huawei, Google, and BlackRock
OpenAI
+12
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
Issue #53: Trump Targets Global AI Dominance, Furiosa Lands LG, & CoreWeave Seeks Further $1.75B
Feat. US Gov, OpenAI, UK Gov, CoreWeave, Crusoe, Latent Labs, FuriosaAI, LG AI Research, and Microsoft
OpenAI
+10
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
+8
Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates
Feat. OpenAI, Google, HPE, Juniper Networks, Hydra Host, CoreWeave, Apple, Space Forge, Oracle, and Meta
OpenAI
+10
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
+7
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
+9
Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins
Feat. OpenAI, Google, Nvidia, CoreWeave, Vultr, Perplexity, Motorola, Huawei, Microsoft, and du
OpenAI
+8
Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection
Feat. Apple, Nvidia, CoreWeave, Fluidstack, Crusoe, Meta, FuriosaAI, Microsoft, and Alibaba
Alibaba
+10
Issue #28: Nvidia GTC, The AI Infrastructure Partnership, & Crusoe's 4.5GW
Feat. Nvidia, xAI, MGX, BlackRock, GIP, Microsoft, CoreWeave, Perplexity, Oracle, OpenAI, Crusoe
OpenAI
+11
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 #23: CoreWeave's IPO, Fluidstack x Mistral, & Nebius Adds 300MW
Feat. CoreWeave, Microsoft, Weights & Biases, Fluidstack, Mistral, Anthropic, TSMC, and Nebius
Mistral
+8
Issue #21: Jensen Prints, A Neocloud Eyes Going Public, & G42 Heads to Italy
Feat. Nvidia, CoreWeave, Starcloud, OpenAI, Perplexity, Microsoft, G42, and ENI
OpenAI
+8
