Media Resources
Background, data points, and contact information for journalists, analysts, and researchers covering GPU infrastructure and AI compute markets.
About Disintermediate
Disintermediate is an independent advisory practice focused on GPU infrastructure and AI compute. The firm works with investors, operators, sovereign programmes, and enterprise buyers navigating capital-intensive decisions in the GPU market.
The firm maintains a market intelligence platform tracking 2,800+ companies across 72 categories, live pricing from 70+ GPU cloud providers, and 3,500+ data centre facilities across 101 countries. This data underpins every advisory engagement and informs the firm's published research.
Disintermediate also publishes The GPU, a weekly intelligence briefing covering GPU infrastructure markets, neocloud economics, and AI compute trends. The newsletter reaches investors, operators, and infrastructure executives across the GPU ecosystem.
Ben Baldieri
Ben Baldieri is the founder of Disintermediate and publisher of The GPU newsletter. He advises investors, operators, and sovereign programmes on GPU infrastructure strategy, market positioning, and project finance.
Ben's work spans due diligence for infrastructure funds evaluating neocloud investments, strategy advisory for operators entering or repositioning in the GPU cloud market, and financial modelling for cluster deployments and data centre builds.
Available for comment on GPU infrastructure market dynamics, neocloud economics, sovereign AI programmes, data centre capacity, and AI compute supply chain developments.
Quotable figures from our research
Companies tracked across 72 categories in the GPU infrastructure ecosystem
GPU cloud providers with live pricing tracked across on-demand, reserved, and spot markets
Data centre facilities mapped across 101 countries
Sustainability-viable neocloud operators remaining after consolidation from 150+ in early 2024
Topics available for comment
- GPU infrastructure market dynamics, pricing trends, and supply-demand balance
- Neocloud operator economics, consolidation, and competitive positioning
- Sovereign AI programmes, national compute strategies, and data sovereignty
- Data centre construction, power infrastructure, and GPU-ready facility requirements
- Export controls, trade policy, and geopolitical implications for GPU supply
- Enterprise GPU procurement, build-vs-buy decisions, and vendor evaluation
- GPU project finance, cluster economics, and infrastructure-as-asset-class
- AI compute supply chain, NVIDIA ecosystem dynamics, and silicon landscape
How we build our intelligence
Disintermediate's market intelligence is built through direct engagement with market participants - not scraped from press releases or synthesised from secondary sources. Data is sourced from vendor conversations, operator relationships, pricing APIs, public filings, regulatory databases, and on-the-ground facility assessments.
For a detailed description of our data collection, verification, and maintenance processes, see our methodology page.
Media Enquiries
For press enquiries, data requests, or to arrange an interview, contact:
ben@disintermediate.global
Contact form