microsoft

amazon

+11

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It

Feb 1, 2026

•

9 min read

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It

Why Microsoft, Amazon, and Nvidia are quietly funding a single chokepoint to stop Google from owning AI defaults

Neural Foundry

+11

Nov 23, 2025

•

10 min read

The AI Scaling Laws Hold

Gemini 3 is breaking down the “AI wall”

Neural Foundry

IREN’s $9.7B Shock Microsoft Deal Is the Starting Gun

Nov 4, 2025

•

7 min read

IREN’s $9.7B Shock Microsoft Deal Is the Starting Gun

How a former bitcoin miner just sold $9.7 billion worth of AI horsepower to Microsoft, and proved that power, not code, now rules the cloud.

Neural Foundry

amazon

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

Nov 2, 2025

•

7 min read

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

Nvidia’s is engaging in classic realpolitik: fragment hyperscaler buyer power and elevate a loyal ally–CoreWeave–until it stands as a Great House in its own right.

Neural Foundry

microsoft

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It

The AI Scaling Laws Hold

IREN’s $9.7B Shock Microsoft Deal Is the Starting Gun

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

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