OpenAI
AI lab behind ChatGPT and the GPT models; a primary driver of global compute demand.
Issue #117: Meta Just Became a Tenant in Its Own Data Centre
Sale and leaseback becomes the model.
SK Group
+25
Issue #116: NVIDIA now owns a big slice of Nebius
9.3%. No press release. Locked up until September.
Tata
+26
Issue #115: Anthropic and OpenAI have a serious problem
The frontier model race is opening up
Apollo
+26
Issue #113: Is Meta Quietly Dropping Out of the Frontier Model Race?
Built to compete. Now for rent.
Together AI
+29
Issue #112: 60 People Are on the Hook for $6.3B of Compute
And the model they plan to train doesn't exist yet.
OpenAI
+12
Issue #110: SpaceX Lists at Record $75B as Apollo Writes $35B for Anthropic Without NVIDIA, & SoftBank's $6B Loan Stalls
The largest IPO in history just priced one of the largest AI compute landlords on earth
Apollo
+10
Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA
New funding and a new model. On the same day. Dario spoils us.
OpenAI
+16
Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
OpenAI
+18
Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant
NVIDIA still owns training. This week the market priced the bet against it owning anything else.
OpenAI
+11
Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave
OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.
OpenAI
+11
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 #100: Anthropic Leaks Claude Code & Mythos, CoreWeave Closes First A3-Rated GPU Debt, & Sharon AI Lands Aussie Decacorn Customer
OpenClaw is now only the second most-starred GitHub repo in history
OpenAI
+9
Issue #99: Nscale's Past Loan Defaults, Musk's $25B Chip Factory He Can Smoke Cigars In, & Meta's Fifth Silicon Partner
The ambition keeps scaling. The due diligence keeps lagging behind.
OpenAI
+11
Issue #95: Washington Wants to Approve Every GPU Sale on Earth, Anthropic Gets Blacklisted, & AWS Takes Drone Strikes
The US government had the busiest week in AI infrastructure history. None of it was good for free markets.
OpenAI
+8
Issue #91: Sharon AI Goes Public with 432 GPUs, AMDs Alleged $300M Crusoe Backstop, & Submer's Radian Arc Expands in India
Feat. Sharon AI, Mistral, Koyeb, AMD, Crusoe, Google, Anthropic, OpenAI, G42, Cerebras, Meta, NVIDIA, Submer, Radian Arc, GTPL and Datasamudra
Mistral
+16
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 #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 #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
