↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER & RESEARCH SPECIFICATION
Compute Availability Factor (CAF)
What compute can actually be delivered, what constrains it, and what attributable evidence supports that assessment? Built on the formal paper by Richie Adomako (Serpens Inc., ResearchGate ID 414150400).
Empirical Substrate Verification (CAF = E × T × N × O)
CAF decomposes computing deliverability into four physical factors: Electrical Substation (E), Thermal Heat Dissipation (T), Cluster Optical Network (N), and Operational Reliability (O). Missing public evidence is treated as unknown—never assumed zero.
Frontier AI Substrate Registry (62 Audited Entities)
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OpenAYA — Grade UNSCORED · Browser-delivered AI workspace and orchestration platform (Work OS, memory, evaluation harness, and external model gateway) — CAF’s transparent first-party internal test case
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OpenAI — Grade C+ · Frontier reasoning pioneer confronting GPT-6 Astra recurrent-depth thermal loads, $500B Stargate consortia, and nuclear-scale utility dependencies
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Anthropic — Grade B · Dual-architecture frontier pioneer (Mythos / Fable) deploying state-of-the-art agentic reasoning across AWS, Google, and Snowflake substrates
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Google DeepMind — Grade A · End-to-end full-stack titan: silicon, datacenter buildings, undersea fiber, and research
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Meta AI / FAIR — Grade A- · Open-weights superpower building massive 600k GPU clusters and custom MTIA silicon
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xAI (Colossus) — Grade B- · Hyper-accelerated physical builder deploying 100k+ GPUs in record 122 days
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Microsoft AI / Azure — Grade A · The world’s AI factory floor: massive global hyperscale infrastructure hosting OpenAI
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NVIDIA (Hardware Substrate) — Grade A · Monopolist of the physical substrate: building the AI factory racks and NVLink copper spine
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DeepSeek (Sovereign Frontier) — Grade A- · Hangzhou algorithmic titan delivering frontier-grade MoE & reasoning despite extreme silicon sanctions
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Alibaba Cloud (Qwen Ecosystem) — Grade B+ · Asia’s hyperscale infrastructure backbone powering the ubiquitous Qwen open-model family
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Amazon AWS (Hyperscale Substrate) — Grade A- · The global cloud colossus: backing Anthropic with Project Rainier, nuclear PPAs, and custom Trainium2 silicon
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Huawei (Ascend AI Ecosystem) — Grade B+ · Sovereign Chinese semiconductor titan building full-stack hardware, CANN compiler, and mega-clusters
View all 62 monitored entities →