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Nvidia

Issue #87: NVIDIA & OpenAI's $100B Breakup, Production Workloads Enter CoreWeave's ARENA, & SpaceX's $1.25T Mega-Merger

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

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 #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 #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Issue #83: Lisa & Jensen Show Off Their Racks, AMD x Italian Robots, & The Global AI Divide

Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.

OpenAI

+9

Issue #80: NVIDIA's Christmas Groq Acquihire, xAI Seeks to Outcompute Everyone, & Fermi America's Legal Trouble

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 #79: Fluidstack's Next Multi-GW Deal, Core42 Heads to Dublin, & Google Targets NVIDIA's Moat with TorchTPU

Issue #79: Fluidstack's Next Multi-GW Deal, Core42 Heads to Dublin, & Google Targets NVIDIA's Moat with TorchTPU

Feat. Hut 8, Fluidstack, Anthropic, Carbon3.ai, Core42, NVIDIA, Mythic, Google, and Vantage

Weekly

+9

Issue #78: H200s Return to China, Crusoe Goes Supersonic, & SpaceX Space Data Centres

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 #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Issue #75: Brookfield Redefines Vertical Integration, Google Launches Gemini 3, & HUMAIN Signs 9 Deals

Feat. Brookfield, KIA, NVIDIA, HUMAIN, GlobalAI, Groq, Cisco, Luma AI, AMD, Vultr, Google, and GMI Cloud

KIA

+12

Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source

Issue #71: OpenAI's IPO Door Opens, KSA & UAE AI Competition Intensifies, & Protein Folding Goes Open Source

Feat. OpenAI, Microsoft, G42, NVIDIA, Huawei, Humain, Qualcomm, OpenFold3, SambaNova, Amazon, and China

OpenAI

+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 #69: OpenAI Opens Door to Porn, Oracle's Zettascale Supercomputer, & NVIDIA's 1MW Rack Future

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

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

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 #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Issue #63: OpenAI, NVIDIA, & Nscale Bring Billions to the UK, Nebius x Microsoft, & Oracle's $300B Contract

Feat. OpenAI, NVIDIA, Nscale, Oracle, Nebius, Microsoft, MBZUAI, G42, Alibaba, and Vantage Data Centers

OpenAI

+9

Issue #61: NVIDIA Rents 18,000 GPUs from Lambda, CoreWeave Acquires OpenPipe, & Poland's New AI Factory

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 #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 #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Issue #57: Northern Data's Sell Off, Core42's EU Push, & Terawulf's $3.7B Fluidstack Deal

Is Rumble buying Northern Data? Why is Northern Data selling off business units? Neocloud consolidation season might finally be upon us.

TeraWulf

+10

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 #51: Flirting with $4T, G42 in Vietnam, & CoreWeave Nabs Another 700MW

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 #44: $44B Quarters, Neocloud M&A Rumblings, & the AI Great Game

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 #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Issue #41: OpenAI x Jony Ive, Core42 in Italy, and Crusoe's Next $15B

Feat. OpenAI, io, Core42, iGenius, Crusoe, Vast Data, Nvidia, Microsoft, Google, MGX, Mistral, & Bpifrance

Mistral

+12

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Issue #40: AI Diffusion Rules Out, Middle East In, & 5GW Campuses

Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE

KSA

+10

Issue #37: OpenAI Eyes Chrome, Nvidia Ships NeMo, & Huawei’s GPU Push Begins

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 #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Issue #36: Nvidia’s $5.5B Headache, Dolphins, & Hugging Face Robots

Feat. Nvidia, Hugging Face, Pollen Robotics, CoreWeave, Google, AMD, and Deloitte

CoreWeave

+7

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

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