WHO GETS PAID IN THE AI CLOUD STACK AI clouds are becoming the middle layer between scarce AI infrastructure and companies that actually need compute: Who supplies the AI clouds • $NVDA sits at center of compute layer by supplying the GPUs that determine how much capacity these platforms can actually bring online. • $MU & $SKHY supply HBM required to keep those GPUs fed as model sizes and inference workloads continue scaling • $DLR, $EQIX, $CORZ & $APLD provide physical data center infrastructure underneath the cloud layer giving AI clouds another path to scale without owning every building themselves. Who turns that infrastructure into compute • $CRWV, $NBIS & $IREN sit directly in middle of the stack by combining GPUs, power, networking and software into usable AI compute that customers can rent. Who buys the compute • $MSFT, $META & $GOOGL are unique because they are both customers and competitors by renting external capacity when internal supply is constrained while continuing to build their own • $SHOP & $CRWD show where next leg can come from as enterprise demand broadens customer base beyond a handful of hyperscalers and AI labs. • OpenAI & Anthropic represent AI lab customer base where demand can scale really quickly as training and inference requirements grow.

Next week is going to be a crazy one for @daytonaio. 🌍 We’re everywhere (as usual 😃): 🇫🇷 Paris — Sept 21 Co-hosting AI Builders with @neo4j, @MistralAI & @sgl_project — @ivanda_mislav presenting 🇬🇧 London — Sept 21 Presenting at Agent Night London by @WorkOS & partners — @tomapuljak 🇺🇸 SF — Sept 22 Hosting an AI GTM Breakfast with @zeroclick at @UseCorgi Cafe 🇫🇷 Paris — Sept 23–24 Our team is at @aiDotEngineer Paris. Come find us at the booth. 🇺🇸 San Jose — Sept 23 Hosting AI Builders with @SambaNovaAI & @youdotcom — @muhashmii presenting 🇺🇸 San Jose — Sept 24–25 Our team is at @WeAreDevs North America. Come find us at the booth. 🇬🇧 London — Sept 25 Partnering for Build Fridays London. And our co-founder & CEO @ivanburazin is speaking twice: 🎤 @HumanXCo Amsterdam — Sept 24 🎤 @WeAreDevs San Jose — Sept 25 Paris → London → SF → San Jose → Amsterdam → and back to London. If you’re at any of these events, come say hi. 👋 Luma links for our events in the comments 👇

I made a computer use agent that works without screenshots. It uses the macOS accessibility API to interact with applications. You can run it in the cloud with @daytonaio, connect it to any LLM, and control any macOS application. Here it is building a simple program in Xcode:

The GPU market right now is pure financial engineering. You can't get them on demand. So you sign a 3-year contract. But to get that contract, you need to put 30% down upfront. Most companies can't do that. So they find someone who can. - that person puts down your 30% - you sign the 3 year contract - your payments cover the entire cost of the GPU plus some - the person who put down your deposit owns the gpu outright So basically they took on zero hardware risk, got paid back entirely through your contract, and even kept the asset at the end. It's not a chip shortage anymore. Everywhere I see it's a capital access problem. If you have the 30% money, you're literally printing it right now. If you don't, you can't even get in the door.