The GPU published an issue 122 breakdown detailing NVIDIA spending, Lambda investments, Nscale acquisitions, GPT-6 Astra, China chip makers, Baidu GPU clusters, CPP investments, Investissements RPC and Equinix buying, and other stories.
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“Read the full breakdown in Issue #122 of The GPU below”
— Ben Baldieri|The GPU team
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The GPU
Independent Insights on GPU Compute and AI Infrastructure
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The GPU is your trusted source for independent insights, sharp analysis, and real-world trends in GPU compute, AIaaS, NeoClouds, and data centre strategies. Our mission is simple: To bring clarity to complex topics and empower decision-makers with sharp, independent analysis to navigate the fast-evolving world of AI infrastructure. Each week, we cut through the noise to deliver essential updates on: • GPU pricing, platforms, and market shifts. • AI infrastructure developments shaping the future. • Energy and sustainability challenges in compute and data centres. • Hyperscaler updates from AWS, Azure, GCP, and emerging players. Whether you're a tech enthusiast, investment professional, AI expert, or digital infrastructure leader, The GPU will deliver actionable updates from the forefront of compute.
Founded 2024