The GPU
Ben BaldieriIndependent insights on AI infrastructure. Trusted by decision makers from Nvidia, AMD, CoreWeave, Vultr, Macquarie, Brookfield, CBRE, JLL, Bloomberg, DCD, and many more.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 109 | Last Issue | 6 days ago | Active |
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thegpu.aiLatest Issues
Issue #109: IREN's GPU Debt Goes Investment-Grade, Helion Triples to $15.5B for AI Fusion Power, & CoreWeave Lights Up First VR200
You can tell a lot about an AI infrastructure deal by who's standing behind it.
Microsoft's offtake anchored IREN's A rating. Berkshire wrote a tenth of Alphabet's $84.75 billion equity raise. NATO and ENISA are running pre-release Mythos....
Issue #108: Anthropic Raises $65B at $965B, Releases Opus 4.8 the Same Day, & Groq Returns as a Neocloud After Licensing to NVIDIA
Capital found a workaround for every constraint this week except one.
The cap table absorbed its supply chain. The cluster outgrew its building. A once and future competitor leveraged acquihire attention to reenter the game. An API scaled...
Issue #107: Iran Wants to Charge for Subsea Cables, Anthropic's Monthly Colossus Bill, & Data Centre Curtailment
Three things this audience took for granted six months ago:
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Subsea cables transit the world’s chokepoints for free
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Anthropic and xAI are competitors, not partners
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Data centres stay on no matter what
This week, Iran deman...
Issue #106: Cerebras IPOs, OpenAI Buys a $4B Consulting Army, & Fermi Burns $189M Without a Tenant
The GPU’s grip on AI infrastructure is slipping.
The largest US tech IPO since Snowflake went to a chip company that doesn’t make GPUs. OpenAI spent $4 billion to put engineers inside the customer to drive outcomes and demand for that comp...
Issue #105: Anthropic Rents Cluster Musk Built to Beat Claude, NVIDIA Takes $2.1B Equity in IREN, & Thiel Backs Wave-Powered Ocean Data Centres
Anthropic just rented the entire GPU cluster Elon Musk built to compete with it.
Then it doubled Claude Code's rate limits. And raised Opus API caps. And disclosed a compute stack totalling over 10 gigawatts across five providers.
Rentin...
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