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.