↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER

Compute Availability Factor (CAF)

Watcher for AI related companies and businesses: Assessing stated capabilities vs. physical infrastructure reality and benchmarking what AI can do both on the web and in AI speech.

Empirical Substrate Verification

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 (61 Audited Entities)

OpenAI — Grade C+ · Frontier reasoning pioneer confronting GPT-6 Astra recurrent-depth thermal loads, $500B Stargate consortia, and nuclear-scale utility dependencies
Anthropic — Grade B · Dual-architecture frontier pioneer (Mythos / Fable) deploying state-of-the-art agentic reasoning across AWS, Google, and Snowflake substrates
Google DeepMind — Grade A · End-to-end full-stack titan: silicon, datacenter buildings, undersea fiber, and research
Meta AI / FAIR — Grade A- · Open-weights superpower building massive 600k GPU clusters and custom MTIA silicon
xAI (Colossus) — Grade B- · Hyper-accelerated physical builder deploying 100k+ GPUs in record 122 days
Microsoft AI / Azure — Grade A · The world’s AI factory floor: massive global hyperscale infrastructure hosting OpenAI
NVIDIA (Hardware Substrate) — Grade A · Monopolist of the physical substrate: building the AI factory racks and NVLink copper spine
DeepSeek (Sovereign Frontier) — Grade A- · Hangzhou algorithmic titan delivering frontier-grade MoE & reasoning despite extreme silicon sanctions
Alibaba Cloud (Qwen Ecosystem) — Grade B+ · Asia’s hyperscale infrastructure backbone powering the ubiquitous Qwen open-model family
Amazon AWS (Hyperscale Substrate) — Grade A- · The global cloud colossus: backing Anthropic with Project Rainier, nuclear PPAs, and custom Trainium2 silicon

View all 61 monitored entities →