How to build a global AI infrastructure company
34
min listen

How to build a global AI infrastructure company

Featuring
Haseeb Budhani
Published on
December 2, 2025
December 1, 2025
Apple PodcastsSpotify Podcasts

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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