A company blog from a GPU cloud (neocloud) operator covering AI storage benchmarks, KV-cache hardware designs and open infrastructure work. Readers get detailed system configurations, MLPerf Storage results with stated caveats, and notes from OCP community efforts.
Website: https://blog.farmgpu.com/
SemiAnalysis is a deep-dive newsletter on the semiconductor industry and its business dynamics, covering AI datacenters, GPU and accelerator roadmaps, and chip export policy. Readers get detailed analysis of Nvidia, xAI, Huawei, and other players' compute strategies and market implications.
Publishes long-form explainer guides on frontier hardware and AI infrastructure, such as NVIDIA's Rubin Ultra, TSMC's 2nm node and OpenAI's Stargate. Each guide separates officially announced facts from reports and ends with an explicit take and the limits of what is known.
AIxEnergy Journal offers executive-level analysis of how AI data centers, electricity demand, grid interconnection, and power market rules interact, with a focus on who bears risk and cost. Each issue pairs policy developments such as FERC and state decisions with practical framing for developers, utilities, and investors.
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