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SOURCES

The evidence behind
the discussion.

Official references, reporting dates and the conditions that affect interpretation.

All sources checked 8 November 2026. Current pages have an access date, not an invented publication date. This ledger is a reference list, not an affiliation list.

N1 / NVIDIA

Data centers for the era of AI reasoning

Current product page; checked 8 November 2026

NVIDIA presents GPUs, CPUs, networking and software as a complete accelerated computing platform across AI, HPC and rendering.

Use: Infrastructure scope and workload taxonomy. Confidence: High; company description.

Open official source
N2 / NVIDIA

DGX Cloud Lepton

Current product page; checked 8 November 2026

DGX Cloud Lepton connects development, training and inference across compute environments and provider choices.

Use: Multi-provider discovery context; existing alternative a buyer already owns. Confidence: High; company product description.

Open official source
N3 / NVIDIA

DSX POD AI factories

21 October 2026

NVIDIA announced partner-built modular Vera Rubin AI factories, with ecosystem deliveries planned for early 2027. Site preparation remains separate from factory integration.

Use: Deployment dependencies and forward-looking status. Confidence: High for announcement; delivery remains forward looking.

Open official source
N4 / NVIDIA

Vera Rubin production ramp

31 May 2026

NVIDIA announced a production ramp for Vera Rubin systems through its manufacturing ecosystem.

Use: Hardware generation context; not a statement of available capacity on our site. Confidence: High; company announcement.

Open official source
C1 / CoreWeave

CoreWeave Cloud platform homepage

Current page; checked 8 November 2026

CoreWeave presents integrated infrastructure and Forge as complementary layers for production AI.

Use: Buyer voice and platform context. Confidence: High; company description.

Open official source
C2 / CoreWeave

CoreWeave Forge launches

30 September 2026

CoreWeave announced Forge, connecting model and agent development, evaluation and iteration across existing tools and clouds.

Use: Iteration evidence and useful output, beyond GPU count. Confidence: High; announcement.

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C3 / CoreWeave

SUNK unified training system

Current product page; checked 8 November 2026

SUNK combines familiar Slurm research workflows with Kubernetes operations, infrastructure health visibility and topology-aware scheduling.

Use: Operations, training and productive capacity. Confidence: High; company description; no performance guarantee adopted.

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C4 / CoreWeave / NVIDIA

Expanded AI factory collaboration

26 January 2026

The companies announced an expanded relationship, a US$2 billion NVIDIA equity investment, and an ambition to accelerate more than 5 GW of CoreWeave AI factories by 2030.

Use: Public expansion direction, with explicit forward-looking qualification. Confidence: High for announcement, not completed capacity.

Open official source
C6 / CoreWeave

SUNK self-service and Anywhere

30 April 2026

CoreWeave announced guided self-service and cross-environment SUNK capabilities, with operational consistency as a focus.

Use: Deployment comparison and orchestration research. Confidence: High; announcement.

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L1 / Lambda

AI compute in the cloud

Current page; checked 8 November 2026

Lambda markets GPU instances, clusters and integrated AI campuses for training and inference. Its current primary website is lambda.com.

Use: Buyer language and infrastructure breadth. Confidence: High; company description.

Open official source
L2 / Lambda

Superclusters

Current product page; checked 8 November 2026

Lambda describes dedicated single-tenant clusters, managed orchestration, observability and specialist support.

Use: Enterprise deployment evidence questions. Confidence: High; product description.

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L3 / Lambda

Identity and access management for Lambda Cloud

4 November 2026

Lambda introduced role-based permissions, groups and service identities, with workspace membership and roles controlling access together.

Use: Enterprise readiness and access-control research. Confidence: High; announcement.

Open official source
I1 / International Energy Agency

Key Questions on Energy and AI - executive summary

2026 report; checked 8 November 2026

IEA examines data-center electricity growth, grid constraints and power supply options. Global data-center electricity demand grew 17% in 2025; the report distinguishes AI-related growth and local infrastructure bottlenecks.

Use: Energy context; global totals do not size a specific project. Confidence: High; research estimate.

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M1 / MLCommons

MLPerf Inference: Datacenter

Current benchmark page; checked 8 November 2026

MLPerf publishes scenario- and configuration-specific inference benchmark results and methodology.

Use: Benchmark context and comparison discipline; no rankings reproduced. Confidence: High; primary benchmark publisher.

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D1 / NVIDIA

DGX Cloud Lepton technical overview

Technical blog, updated 8 January 2026

The technical overview describes a common interface for interactive, training and inference work across compute environments.

Use: Independent explanation of workflow portability. Confidence: High; technical publisher.

Open official source