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Latest Issues

Daily #005: AWS Invoiced Customers $1.5 Trillion by Mistake

The GPU Daily · #005 · covering Saturday 18 July

The physical layer of AI, every day. Here's what moved on Saturday 18 July 2026.

In this issue

  • Top story · MARKET MOVES

  • MARKET MOVES · 2

  • NEOCLOUD · 1

  • SOFTWARE & AI · 17...

7 days ago

Daily #004: General Compute Just Mortgaged $400M of Inference Chips

The GPU Daily · #004 · covering Friday 17 July

The physical layer of AI, every day. Here's what moved on Friday 17 July 2026.

In this issue

  • Top story · MARKET MOVES

  • MARKET MOVES · 4

  • NEOCLOUD · 1

  • SOFTWARE & AI · 13

*...

8 days ago

Issue #115: Anthropic and OpenAI have a serious problem

In partnership with

For two years the shape of the frontier AI model market barely moved:

The best models came from a handful of Western labs, they stayed closed, and reaching the frontier meant paying for a login. Open models were the c...

8 days ago

Daily #003: Anthropic Just Locked in $19B of Power for a Decade

The GPU Daily · #003 · covering Thursday 16 July

The physical layer of AI, every day. Here's what moved on Thursday 16 July 2026.

In this issue

  • Top story · SOFTWARE & AI

  • MARKET MOVES · 3

  • NEOCLOUD · 4

  • SOFTWARE & AI · 26...

9 days ago

Daily #002: One in Five Giant AI Data Centres Just Stalled

The GPU Daily · #002 · covering Wednesday 15 July

The physical layer of AI, every day. Here's what moved on Wednesday 15 July 2026.

In this issue

  • Top story · HYPERSCALER

  • NEOCLOUD · 1

  • SOFTWARE & AI · 21

  • HARDWARE · 10...

10 days ago

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