AnyscaleRay Is Open Source. The Control Plane Above It Isn't.
Nscale is buying Anyscale in a deal Bloomberg valued near $1.65B. Ray stays open under the PyTorch Foundation — but the hosted control plane that schedules your Ray clusters changes owner when the deal closes in H2 2026. Your leverage expires with it.
August 3, 2026 · 11 min readAI Infrastructure5% GPU Utilization: The $401B AI Capital Bonfire
Cast AI's 2026 report shows enterprise GPUs sit 95% idle while AWS hikes H200 prices 15%. Here's the CFO math—and the fix.
May 19, 2026 · 13 min readIRENIREN Buys Mirantis for $625M to Take On CoreWeave
IREN buys Mirantis for $625M to add Kubernetes to its 140K-GPU fleet. The bitcoin miner just became a full-stack AI cloud—and CoreWeave's biggest threat.
May 6, 2026 · 11 min readRed HatRed Hat Bets Kubernetes Wins Enterprise AI's Control Plane
At KubeCon Amsterdam, Red Hat made the case that Kubernetes is the only viable control plane for agentic AI. The 75% AI failure rate data backs it.
April 30, 2026 · 11 min readSUSESUSE's Sovereignty Bet: On-Prem Agentic AI With NVIDIA
SUSECON 2026 launched SUSE AI Factory with NVIDIA, SLES 16, and a VMware exit toolchain. The on-premise enterprise agentic AI bet just got real.
April 26, 2026 · 10 min readAI InfrastructureNutanix AI Gateway: Why Token Bills Are About to Explode
Analysis of Nutanix AI Gateway. For enterprise leaders: strategic implications, cost considerations, and implementation guidance for AI decision-makers.
April 10, 2026 · 7 min readAI InfrastructureNutanix Agentic AI Stack: Scaling Enterprise AI Factories at Lower Cost per Token
Enterprise AI analysis: Nutanix Agentic AI Stack. Strategic insights, ROI considerations, and implementation guidance for technical and business leaders eval...
March 16, 2026 · 11 min read