Simone Morellato

AI Infrastructure Is Entering Day 3

Day 0, Day 1, and Day 2 got AI infrastructure built and running. Day 3 is where GPU capacity becomes a portfolio of services that customers can consume and pay for.

10 Numbers I Can't Stop Thinking About After the Rafay AI Infrastructure Summit

From a $270K-a-month idle rack to 340 of 1,000 GPUs doing real work, the numbers from Barcelona that show where AI infrastructure economics are won or lost.

The Open Model Opportunity: How Enterprises Can Control AI Costs and Providers Can Build a Token Business

Token prices are falling, yet enterprise AI bills keep rising. Here's how hybrid model portfolios, open-model delivery, and token-based economics change the equation for enterprises and GPU providers.

Compute Is the New Revenue: What I Heard at the AI Infra Summit

At the AI Infrastructure Summit, leaders from NVIDIA and Rafay discussed the financial shift in AI buildouts. Explore the four tiers of AI infrastructure monetization and discover why scaling up the value chain efficiently is critical for operators.

Rafay AI Summit Day 2: Our Biggest Takeaways on Inference, Enterprise AI and What Comes Next

Rafay AI Summit Day 1: Our Biggest Takeaways on Building Profitable AI Businesses

Nebius Token Factory vs. Rafay: Buying Inference vs. Building an Inference Business

Compare Nebius Token Factory vs Rafay to decide whether to buy managed AI inference or build a token-metered inference business on your GPU fleet.

NVIDIA ❤️ Rafay Managed Kubernetes

Rafay MKS has achieved NVIDIA GPU Operator partner validation, providing platform teams with a standardized, governed approach to deploying GPU-accelerated Kubernetes. Learn how to move beyond manual, inconsistent configurations to repeatable, version-controlled AI infrastructure using Rafay Cluster Blueprints.