Welcome to The Nest

Ideas, insights, and conversations shaping AI infrastructure, with Smartbird’s perspective on what matters and what’s next.

Marko Kennelly Ullman 8/31/26 Marko Kennelly Ullman 8/31/26

IBM and Together AI's $240M Bet Is Really About Inference, Not Training

IBM and Together AI's new $240M inference cluster is a reminder that the infrastructure story has quietly moved from training runs to serving models at scale.

Marko Kennelly Ullman 8/26/26 Marko Kennelly Ullman 8/26/26

Two Million GPUs Is a Headline. The Real Number Is Whoever Doesn't Have Access to Any.

AWS and NVIDIA are adding 2 million GPUs by 2027–2028. The scale is real news. So is the gap it leaves for everyone not placing an order that size.