About this episode
Most enterprises burn millions on idle GPUs while developers wait weeks for access. Haseeb Budhani, CEO of Rafay Systems, built a global GPU orchestration platform after exits at Soha Systems (acquired by Akamai) and brings deep infrastructure expertise to solving the $100B GPU waste crisis. He reveals why 93% of Fortune 500 companies achieve sub-85% GPU utilization, how sovereign AI requirements are driving hundreds of "Neo clouds" globally, and the specific multi-tenancy frameworks that transform expensive compute from sunk cost into competitive advantage.
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