Intel
Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic
$122B raised nine days ago. Four pullbacks in six weeks. A New Yorker profile asking if the CEO can be trusted. The UK press blamed Britain.
Firmus
+10
Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres
Feat. NVIDIA, Washington, Beijing, Brookfield, QIA, Crusoe, Boom Supersonic, OpenAI, Intel, SambaNova, Amazon, Microsoft, and SpaceX
OpenAI
+13
Issue #69: OpenAI Opens Door to Porn, Oracle's Zettascale Supercomputer, & NVIDIA's 1MW Rack Future
Feat. OpenAI, Nscale, Microsoft, Nebius, Intel, Oracle, and NVIDIA
OpenAI
+7
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 #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture
Feat. Nscale, Meta, Nebius, DDN, Alibaba, Anthropic, Intel, Amazon, and Microsoft
Alibaba
+9
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
Feat. Ori, Lambda, Together AI, Core42, Qualcomm, Perplexity, Thinking Machines, Intel, TSMC, Broadcom, Microsoft, and ROK
Together AI
+12
