OpenAI
Issue #85: Europe Stops Europing Itself, Voltage Park's Merger & Evolution, & SharonAI's $800M Injection
Plus OpenAI's new revenue model, photonic inference, Nadella's bubble talk, and another 430MW for Applied Digital
OpenAI
+8
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
Plus a new tool to improve AI infrastructure provider discovery. Built by The GPU.
OpenAI
+9
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 #77: OpenAI's 'Code Red', HSBC Signs with Mistral, Carbon3.ai's 'Private AI Lab', & Much More
Feat. OpenAI, HSBC, Mistral, Carbon3.ai, DeepSeek, Micron, AWS, Deutsche Telekom, and Schwarz Group
Mistral
+9
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 #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 #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
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
Feat. OpenAI, Nscale, Microsoft, Nebius, Intel, Oracle, and NVIDIA
OpenAI
+7
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 #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 #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 #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 #55: Three Global Visions for AI Governance, Stargate Norway, & Superconducting Grids
Feat. The UK, China, Groq, Anthropic, Google, the EU AI Act, FuriosaAI, Cadence, Microsoft, OpenAI, and Korea
OpenAI
+11
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 #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
Feat. Meta, OpenAI, Stability AI, Anthropic, Nebius, DeepMind, Texas Instruments, Amazon, and Fermi America
OpenAI
+9
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 #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
Feat. KSA, Humain, Nvidia, AMD, AWS, Cisco, TensorWave, OpenAI, G42, and The UAE
KSA
+10
