AI infrastructure advisory

Operator-grade advisory for AI infrastructure.

We help investors, operators, and enterprises make defensible infrastructure decisions—across compute, datacenters, networking, storage, and platforms.

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Abstract AI infrastructure decision map with connected systems layers
AI infrastructure decision mapRigorous analysis · operator experience

01 / Operators

Build infrastructure that performs reliably at scale.

Make the architecture, platform, vendor, and go-to-market decisions that build the foundation for success.

02 / Enterprises

Design and mature your AI strategy with the latest innovations happening in the space.

Assess partners, build-vs-buy choices, and sales motions into AI infrastructure companies with the realities of production in view.

03 / Investors

Validate assumptions before capital commits.

Stress-test investment theses, debunk the latest hype AI meme, and separate durable moats from operational constraints.

Coverage

The full stack, with the right level of detail.

Infrastructure decisions are connected. We bring the operator’s view across the whole system, so a good answer in one layer does not create a worse problem in another.

01

Compute & GPU cloud

Cluster strategy, capacity, utilization, reliability, workload fit, and unit economics.

02

Datacenters & deployment

Power, cooling, site readiness, supply chain, rollout execution, and operational risk.

03

Networks & interconnect

Fabric design, private links, multicloud architecture, latency, and cluster networking.

04

Data & storage

Storage patterns, data movement, file systems, enterprise requirements, and resilience.

05

Platform engineering

SLURM on Kubernetes, virtualization, observability, monitoring, failure detection, and developer platforms.

06

Commercial strategy

Segmentation, packaging, pricing, enterprise objections, and competitive positioning.

Selected work

Real problems. Shipped solutions.

A sample of the work behind the people at Realtime Labs, anonymized to respect client confidentiality. We are a group of seasoned operators with hyperscale, edge, CDN, and neocloud experience, passionate about shaping the AI infrastructure landscape.

01 / Cluster operations

Prior neocloud

Standing up a 4,000-GPU production cluster on a hard revenue deadline.

Situation

A stealth neocloud needed to bring its first H100 cluster online to hit a contractual revenue milestone — 50 staff across 10 teams, no shared deployment playbook, no production track record.

Approach

Built the first baremetal deployment workflow end-to-end. Stood up daily node-tracking, defined exit criteria for inter-team handoffs, and routed every gate through a single Jira system of record.

Outcome

First revenue milestone delivered on schedule. Over 2,000 production changes tracked through the system. The deployment workflow became the operating standard across subsequent cluster classes.

02 / Storage strategy

Multi-PB deal

Shipped a multi-petabyte object storage solution in weeks.

Situation

An AI infrastructure provider needed to build a competitive multi-tenant storage offering against FsX Lustre and S3, with a real customer waiting on capacity decisions.

Approach

Ran vendor diligence across Weka, Vast, Alluxio, Quobyte, Tigris, Pure, Cloudflare R2, Solidigm, WD. Designed a two-tier architecture — high-performance parallel filesystem plus on-prem object — and negotiated preferential pricing.

Outcome

Closed the deal in weeks at healthy margin. First service-availability metrics shipped for S3, POSIX, and control-plane APIs. MLPerf Storage benchmarks established the public baseline.

03 / Observability

Greenfield

Built GPU cluster observability from zero.

Situation

Engineering teams were flying blind. Node failures surfaced through customer escalations, not telemetry. Inventory reconciliation was manual across three sources of truth.

Approach

Stood up a Grafana-fronted telemetry stack. Unified inventory through a ServiceNow + Jira stack, Netbox, and a Snowflake source of record. Wired automated health checks into a hot-spare and remediation loop.

Outcome

Mean-time-to-detect dropped from hours to minutes. Automated failover became routine. Inventory reconciliation moved from a weekly meeting to a passive dashboard.

04 / Sovereign compute

Hyperscaler partner

Technical review of a gigawatt-scale sovereign cloud buildout.

Situation

A hyperscaler partner was scoping a sovereign cloud buildout in the 1 GW range, with 800V DC architecture and a non-trivial transition from baremetal to virtualized GPU offerings.

Approach

Reviewed the 800V DC spec, baremetal automation, and firmware-detection layer. Built a technical due-diligence template applied across site evaluations from XX MW to X GW. Scoped backbone connectivity at multi-Tbps PNI.

Outcome

Validated the BMaaS-to-VMaaS migration path for the chip OEM. Defined networking WAN scope across multiple stakeholders. Template now reusable across subsequent sovereign engagements.

05 / AI cloud networking

Stealth AI cloud

Shipped the tenant overlay network powering an AI cloud’s first datacenter.

Situation

A stealth AI cloud needed its first customer-facing network: a multi-tenant overlay, load balancers, and management plane purpose-built for AI training and inference — not a re-skin of enterprise cloud networking.

Approach

Architected the customer overlay end-to-end and directly contributed control-plane and datapath code. Partnered with AI server and Kubernetes engineers on on-host networking and NCCL, and led cross-layer triage when issues spanned GPU hosts and the underlying fabric.

Outcome

Overlay control plane and datapath running in production in the first AI datacenter. Design decisions across the network software stack realigned to AI workload demand.

Tight deadlines, real money

Every engagement was load-bearing for revenue, a partnership commitment, or a board milestone. The work had to ship.

Cross-functional ownership

The work cut across product, engineering, ops, and commercial. Single-layer recommendations do not survive contact with production.

Built to outlive the engagement

Each delivered a system, a template, or a workflow the team kept using — not a slide deck filed in a drive.

How we engage

Judgment you can put in front of a board.

Every engagement is scoped to the decision at hand and ends in a written, decision-ready output.

Discuss an engagement

01

Technical diligence memos

Clear, defensible assessments of a technology, vendor, or infrastructure thesis.

02

Market & competitor maps

A strategic view of the landscape, inflection points, and credible alternatives.

03

Vendor & product scorecards

Decision frameworks built around the criteria that actually matter for your context.

04

Embedded advisory

Ongoing access to operator judgment for teams making continuous high-stakes calls.

Let’s get started

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