Companies / 11.05
Crusoe’s real product is the handoff between power and useful compute
Crusoe connects power, infrastructure and cloud services. The test is turning each handoff into useful, paid compute.
Read the analysisDeals / 11.05
Nscale’s Texas expansion report comes with a correction to the capacity record
A reported expansion decision and a corrected capacity description show why commercial status and provenance must travel together.
Read the analysisMarket formation / 11.05
Before the exchange: who certifies that compute is substitutable?
Grain inspection offers a practical distinction for compute: define the grade, measure compliance and decide who can certify it.
Read the analysisSpotlight / 11.05
SageMaker Managed Spot Training: the value of a job that can wait
Interruptible training rewards flexibility. Checkpointing, recovery time and completion limits determine what the savings are worth.
Read the analysis