Independent analysis of AI
RSS feed ↗What's actually happening in AI.
One piece every day on the AI industry, its models and infrastructure, and the businesses building on it. Briefings, analysis, research and opinion, with every claim linked to its source.
Bolé / BriefingThe week introductory pricing ended: Lambda raises GPU prices, Gemini 4 doubles in December, Fable gets cheaperThree price resets in ten days, a frontier-scale open-weight release, and more evidence that power, not chips, is what limits new AI capacity. What it means for your 2027 compute budget.Bolé / ResearchThe same H100 hour costs nearly twice as much depending on who you rent it fromWe checked on-demand GPU prices at eight clouds. The spread is wide, the newest chips carry very different premiums, and the H200 is sometimes the better deal.Nothing here yet. A new piece goes out every day.
Never miss a piece.
Every Monday: the week's pieces in one email, newest first. Prefer a reader? Use RSS.