If you're at AI Infra Summit, this is the panel you shouldn't miss! The Speed Problem: What It Actually Takes to Stand Up Capacity ⏰ Wed, Sept 16, 3:00 PM PT 📍Compute Track at AI Infra Summit in Santa Clara vCluster CEO Lukas Gentele is moderating this one live with Jay Jubran (@ZyphraAI), Kasra Danesh (@sfcompute), and Yujing Qian (@gmi_cloud) Three companies. Three completely different bets on the same problem. Zyphra trained a frontier mixture-of-experts model end to end on AMD silicon, zero NVIDIA in the stack, then turned that build into an AI Cloud. SF Compute built a physically settled compute market. Long-term contracts get supercomputers financed. Resale lets customers recover an average of 25% of what they spend on capacity they don't use. They just moved $245M of Blackwell B300 across two deals. GMI Cloud stayed on the default stack and bet everything on speed: NVIDIA Reference Architecture, a 99.9% uptime SLA, $500M in new capex behind nine-figure enterprise contracts. Silicon. Capital. Software. What's actually standing between "we announced capacity" and "a workload is running on it,". Let's find out. #AIInfraSummit# #AIInfrastructure# #AICloud# #Compute# #Inference#