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Rafay

Issue #99: Nscale's Past Loan Defaults, Musk's $25B Chip Factory He Can Smoke Cigars In, & Meta's Fifth Silicon Partner

Issue #99: Nscale's Past Loan Defaults, Musk's $25B Chip Factory He Can Smoke Cigars In, & Meta's Fifth Silicon Partner

The ambition keeps scaling. The due diligence keeps lagging behind.

OpenAI

+11

Issue #98: Supermicro Co-Founder Charged with Smuggling $2.5B in AI Chips to China, Meta Puts $27B Into Nebius, & Heterogeneous Compute Clusters Take Centre Stage

Issue #98: Supermicro Co-Founder Charged with Smuggling $2.5B in AI Chips to China, Meta Puts $27B Into Nebius, & Heterogeneous Compute Clusters Take Centre Stage

The export control regime just got its first high-profile criminal case. The defendant was at GTC on Monday.

Cerebras

+12

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Issue #64: Building the Orchestration Backbone for Sovereign AI Clouds with Rafay

Simplify the complexity. Wrap it in workflows. And make it consumable.

Rafay

+1