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Meta

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Issue #84: Apple Chooses Google, NVIDIA & AMD China Tariffs Take Effect, & AI-Driven Genetic Engineering

Feat. Google, Apple, NVIDIA, AMD, Washington, Polarise, Macquarie, Basecamp Research, OpenAI, Cerebras, Meta, Soluna, Metrobloks, Bitzero, and HydraHost

OpenAI

+14

Issue #81: Masa & Zuckerberg Go Shopping, Applied Digital Spins Out New Neocloud, & Satya's Mind Bicycle Avoids AI Slop Debate

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 #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Feat. Washington, HSBC, OpenAI, Megaport, Latitude.sh, Anthropic, Meta, Google, and AWS

OpenAI

+9

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Feat. Rumble, Northern Data, AMD, MK1, Corvex, Firmus, Google, China, Meta, Anthropic, and Fluidstack

Firmus

+11

Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore

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 #67: Crusoe Brings the Stargate Online, CoreWeave Locks in $14B Meta Contract, & Microsoft Hints at Post-NVIDIA Future

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 #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Issue #60: NVIDIA Books (Another) Record-Breaking Quarter, Vultr x Digital Realty, & China Goes Domestic

Feat. NVIDIA, Intel, Vultr, Digital Realty, xAI, Hugging Face, China, Meta, and Fermi America

Digital Realty

+8

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Issue #56: GPT5 & GPT-oss, Crusoe’s Enterprise Push, & Brookfield’s $7T Prediction

Feat. OpenAI, Vast Data, Crusoe, Apple, Cerebras System, Meta, and Brookfield

OpenAI

+7

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Issue #52: Nvidia Returns to China, G42 Deal Falters, & Meta Goes Titan-Scale

Feat. Nvidia, G42, TensorWave, AMD, Anthropic, AWS, Google, and Meta

Meta

+8

Issue #50: OpenAI Using Google TPUs, Hydra Host & CoreWeave Deploy B/GB300s, & Apple Capitulates

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 #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Issue #49: Copyright Law Erosion, Neoclouds Go Niche, & Everything’s Bigger in Texas

Feat. Meta, OpenAI, Stability AI, Anthropic, Nebius, DeepMind, Texas Instruments, Amazon, and Fermi America

OpenAI

+9

Issue #46: AMD Advancing AI, Nvidia GTC Paris, & Neocloud Moves in Europe

Issue #46: AMD Advancing AI, Nvidia GTC Paris, & Neocloud Moves in Europe

Feat. AMD, Nvidia, Nebius, Meta, Scale AI, Google, Together AI, and Hypertec

Together AI

+7

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Issue #45: AWS Opens EU Entity, Nebius Raises $1B, & Northern Data's New DC

Feat. AWS, AMD, Nebius, xAI, Global Foundries, Meta, and Northern Data

Global Foundries

+7

Issue #38: Neocloud Nscale Wants $2.7B, Meta Becomes a Cloud, & Regulatory Capture

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 #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Issue #34: Llama 4 Issues, A Neocloud's $45m Raise, & TSMC's $1B Fine

Feat. Meta, Nvidia, NexGen Cloud, Google, Oracle, and TSMC

Oracle

+6

Issue #30: Apple Joins the Party, CoreWeave Floats, & Meta's Rejection

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 #15: Jail Time for DeepSeek, Deep Research, & Housework Robots

Issue #15: Jail Time for DeepSeek, Deep Research, & Housework Robots

Feat. Josh Hawley, DeepSeek, SSI, CoreWeave, OpenAI, HuggingFace, Cerebras, UAE, and Meta

DeepSeek

+9

Issue #13: DeepSeek, HPE & Juniper vs. The DOJ, & 20GW of Natural Gas

Issue #13: DeepSeek, HPE & Juniper vs. The DOJ, & 20GW of Natural Gas

Feat. DeepSeek, The DOJ, HPE, Juniper Networks, Lambda, Pegatron, Alibaba, ASML, and Meta

DeepSeek

+9

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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