Weekly
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 #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 #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 #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
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
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 #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 #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 #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 #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 #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
Feat. Nvidia, Lambda, CoreWeave, OpenPipe, Beyond.pl, Anthropic, Amkor, Google, and Applied Digital
Amkor
+8
