↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER
Meta AI / FAIR Grade A-
Open-weights superpower building massive 600k GPU clusters and custom MTIA silicon · Category: Hyperscale Cloud & Infrastructure
Executive Physical Feasibility & Delivery Audit
Institutional Baseline: CAF Watcher evaluates stated accelerator capabilities against empirical physical reality (interconnection queues, electrical substations, liquid cooling heat transfer, and optical network fabrics). Missing public evidence is classified as unknown—it is never treated as zero capacity. Operator telemetry strengthens assessments, but participation is never mandatory.
CAF INTERVAL
[0.35 – 0.61]
DELIVERY GAP SCORE
36 pts
OPERATING POWER
2.97 GW
vs 0.81 GW announced
EVIDENCE CONFIDENCE
HIGH (85%)
Physical Coupling Pillars
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Power & Grid Substrate (E): 84/100. Secured multi-hundred-acre rural campuses with direct high-voltage utility interconnects years ahead of the current AI boom.
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Thermal Dissipation & CDU Limits (T): 80/100. World leader in open hardware rack design (OCP Grand Teton); transitioning historical air-cooled halls to liquid cold plates.
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Cluster Topology & Optical Fabric (N): 86/100. Proved that RoCE v2 commodity Ethernet can match proprietary InfiniBand at 24,000+ GPU scale, slashing networking CapEx.
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Silicon & Advanced Packaging (O): 75/100. Successfully deployed MTIA v1 and v2 for internal ranking/recommendation inference; frontier training still relies on Nvidia.
Attributable Public Evidence Ledger
Every claim evaluated by CAF Watcher is grounded in public regulatory filings, utility interconnection disclosures, environmental permitting reports, or peer-reviewed engineering papers.