Nscale
Issue #96: NVIDIA Puts $2B Into 5GW Nebius Partnership, Nscale Raises $2B & Questions from The Guardian, & xAI's 41 Gas Turbines
The biggest week in AI infrastructure this year. And a scaffolding yard in Essex.
Oracle
+8
Issue #89: Musk's Moon Catapults, Firmus Secures $10B for Australia's AI Factories, & $3T in Missing Depreciation
Feat. xAI, SpaceX, Firmus, Submer, Cerebras, OpenaAI, Olix, Fractile, Meta, Microsoft, Oracle, AWS, DataVita, Nscale, Nebius, and Anthropic
Firmus
+16
Issue #80: NVIDIA's Christmas Groq Acquihire, xAI Seeks to Outcompute Everyone, & Fermi America's Legal Trouble
Feat. NVIDIA, Groq, xAI, Nscale, Whitefiber, Z.ai, DRAM, Google, Intersect Power, and Fermi America
z.ai
+10
Issue #72: Nscale’s Lost Lawsuit, IREN & Lambda Land Microsoft, SpaceX & Google Follow Starcloud Into Orbit
Feat. Nscale, IREN, Lambda, Microsoft, Nebius, Ark Data Centres, Edison Scientific, AWS, OpenAI, Cipher Mining, Starcloud, Crusoe, SpaceX, and Google
OpenAI
+14
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 #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 #66: Arrests at Northern Data, Nscale & Fluidstack Show the Market How to Scale, & "Stargate" China
Feat. Northern Data, Nscale, Nokia, Fluidstack, Cipher Mining, Alibaba, Humain, and China
Alibaba
+8
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
