↳ CAF WATCHER // CONTINUOUS PHYSICAL AUDIT LEDGER

Together AI (Open-Source Neocloud & Distributed Inference) Grade B+

Leading open-source AI acceleration platform, distributed training neocloud, and high-throughput serverless inference engine · Category: Specialized Neocloud & Clean Power

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
[0.33 – 0.58]
DELIVERY GAP SCORE
42 pts
OPERATING POWER
0.12 GW
vs 0.1 GW announced
EVIDENCE CONFIDENCE
MEDIUM (65%)

Physical Coupling Pillars

Power & Grid Substrate (E): 80/100. Contracted ~220 MW active datacenter capacity, pioneering behind-the-meter clean energy partnerships with Crusoe Energy in North Dakota and geothermal compute in Iceland.
Thermal Dissipation & CDU Limits (T): 78/100. Mix of high-density air-cooled facilities and liquid-cooled GPU pods; Icelandic facility achieves PUE < 1.10 using natural sub-arctic free cooling.
Cluster Topology & Optical Fabric (N): 84/100. Pioneered FlashAttention and speculative decoding algorithms that minimize network communication during distributed inference.
Silicon & Advanced Packaging (O): 78/100. Maintains large multi-thousand fleet of Nvidia H100, A100, and L40S chips, actively expanding into AMD Instinct MI300X to reduce single-vendor exposure.

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.