Published, not transacted. The front page of the physical layer of AI — companies, capital, and compute, sourced and dated.
Published, not transacted.
The front page of GPU infrastructure.
Weekly analysis, company profiles, live GPU pricing, and a directory of 2,633+ companies across the stack that makes AI physically run.
Trusted by teams at NVIDIA · CoreWeave · Nebius · Brookfield · Bloomberg
The lowest verified on-demand rate for each flagship accelerator family, sourced from public provider pages.
Weekly issues for the deal flow. Company dossiers for the structural picture. Long-form intelligence on the people, capital, and silicon behind the build-out.
Issue #102: Shoe Company Pivots to GPUaaS, Microsoft Takes Stargate Norway From OpenAI, & Jane Street Puts $6B Into CoreWeave
Issue #101: OpenAI Cancels the UK, Meta Ships Muse Spark, & CoreWeave Lands A Bigger Meta Contract & Anthropic
Issue #100: Anthropic Leaks Claude Code & Mythos, CoreWeave Closes First A3-Rated GPU Debt, & Sharon AI Lands Aussie Decacorn Customer
Issue #94: The Other Side of the GPU Lifecycle with Inteleca
Issue #92: Rebuilding the Storage Stack for AI Factories with VDURA
Issue #90: Building the Platform Layer for Neoclouds with Mirantis
Issue #88: Building the Settlement Layer for Sovereign Compute with Nodestream
Filings as they hit EDGAR. 10,910+ documents tracked across the AI infrastructure ecosystem.
One email a week. Saturday morning. The deals that moved, the deployments that shipped, the capital that landed.
A weekly briefing for the physical layer of AI.
Every Saturday: deals, deployments, and capital moves across AI infrastructure. In-depth company profiles. Live pricing data. Read by teams at NVIDIA, CoreWeave, Nebius, Brookfield, and hundreds more.