Weekly Slides 10–12 slides
AI funding & M&A
Big rounds, valuations and acquisitions: where the money goes
Latest issue · AI Funding and M&A Weekly Brief · Oct 17–23, 2026
[hot] AI industry & capital · Every 2 weeks
AI chips & compute
GPUs, data centers, compute prices and supply chain
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About this briefing
Every issue of “AI chips & compute” is researched by Divrite from public sources and published as a slide deck of 12–15 slides. Every other Monday, covering two weeks. Key figures come with a link to their source, and anything without a reliable source is left out.
- Schedule
- Every 2 weeks — Every other Monday, covering two weeks
- Format
- slide deck
- Length
- 12–15 slides
- Time range
- Last 14 days
- Coverage
- New GPUs/ASICs and shipments, cloud capex, data center build-out and power, GPU rental prices, and the advanced packaging and HBM supply chain.
Every issue covers
- 01Key takeaways
- 02New chips and roadmaps
- 03Cloud capex
- 04Data centers and power
- 05Compute rental prices
- 06Supply chain (foundry, HBM, packaging)
Key sources
- Vendor launches and earnings
- Industry research
- Cloud announcements
- Supply-chain media
Past issues 1 published
Related topics
- Every 2 weeks Slides 12–15 slides
Big Tech AI strategy
AI moves and spending at Microsoft, Google, Meta, Amazon, Apple and others
Latest issue · Big Tech AI Strategy Brief · Oct 9–22, 2026
- Monthly Slides 12–15 slides
AI monetization & revenue
Revenue, users and paid data of AI companies and products
Follow “AI chips & compute”
Every other Monday, covering two weeks. Every issue is archived on this page. Subscribers get an in-app message and an email when a new issue is published.