Resources

Every GPU Loan is Also a Topology Loan
Software portability lets a workload move across silicon. Hardware composability lets the silicon move across workloads. A lender's recovery scenario needs both.
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The Commodity Optical Switch Thesis: Why the Moat in Photonic Infrastructure Is the Control Plane
The optical switch will be essential, but essential does not mean differentiated. The durable value in photonic infrastructure sits in the control plane — the software that composes heterogeneous fleets into one adaptable system.
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Scale-Across: The Architecture the Inference Era Actually Needs
The inference era is being scored on the wrong metric. Scale-across composes GPUs, memory, and I/O per workload — then reclaims it — so operators stop paying peak-case prices for average-case demand.
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The Mercury Rack: One Rack, Every GPU, Yours to Compose
72 double-wide PCIe Gen5 slots, any vendor's accelerators, 1.2 PB of composable NVMe per PRU, and 111 kW in a standard air-cooled 48U rack. The Mercury Rack makes the compute-to-storage ratio a scheduling decision instead of a purchasing one.
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