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Independent insights. No noise. No fluff. Just signal.

LATEST ISSUE

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

Nov 29, 2025

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17 min read

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

Ben Baldieri

RECENT ISSUES

Nov 22, 2025

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19 min read

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

Nov 15, 2025

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14 min read

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

Nov 12, 2025

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10 min read

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Cutting time-to-use, reducing variance between sites, and making “tokens out” the default acceptance metric

Gatti Services

Read by founders, builders, operators, employees and investors from

PROFILES

Company Profile

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Nov 12, 2025

•

10 min read

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Cutting time-to-use, reducing variance between sites, and making “tokens out” the default acceptance metric

Ben Baldieri

Company Profile

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Sep 17, 2025

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6 min read

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Simplify the complexity. Wrap it in workflows. And make it consumable.

Ben Baldieri

Company Profile

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Sep 10, 2025

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8 min read

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

Same silicon. Different outcomes.

Ben Baldieri

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

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THE FRONT PAGE OF AI INFRASTRUCTURE

LATEST ISSUE

Issue #76: Google Comes for the Crown on Two Fronts, Meta's TPUs, & OpenAI's $207b Hole

RECENT ISSUES

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

Issue #74: Rumble Acquires Northern Data, Yan LeCun Plans Meta Exit, & Fluidstack’s $50B Anthropic DC Deal

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Read by founders, builders, operators, employees and investors from

PROFILES

Issue #73: Redefining GPU Cluster Deployment with Gatti Services

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Issue #62: From Idle Capacity to GPU-First Infrastructure with CUDO Compute

ARCHIVE

Issue #72: Nscale’s Lost Lawsuit, IREN & Lambda Land Microsoft, SpaceX & Google Follow Starcloud Into Orbit

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

Issue #70: Anthropic's Million TPU Google Deal, Crusoe Heads to Orbit, Raises $1.375B & AI Browsers Galore

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

SUBSCRIBE TO PREMIUM AND

dive deeper into The GPU

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