3+ hour, 3+ min ago   (1730+ words) The largest AI companies in the world are building a multivendor infrastructure supply chain at Mach speed. Every new vendor is a counterparty risk, with subcontractors and subprocesses that need to be checked. This means that neolab CISOs are getting…...

1+ mon, 3+ week ago   (612+ words) Of course, this naturally raises the questions of what Meta will do with this compute, and whether they’re going to flood the market with all of this supply if they turn into a Neocloud. Broadly speaking we see four major…...