Independent advisory · AI/ML infrastructure

Independent judgment for AI/ML infrastructure decisions.

Direct counsel for operators and investors on AI compute, the facilities that carry it, and the decisions around both.

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Principal-led

You work with the principal directly.

Independent

No attached team, and none is sold behind the principal.

For operators and investors

Built for the people making the capacity and capital calls.

Scoped to the brief

The work ends when the decision is clear.

The moments this practice is built for.

  • A capacity shortfall is forcing a build, buy, or lease decision.
  • A site or region choice has to hold for years.
  • A transaction needs technical and commercial diligence.
  • A GPU deployment has to stand up and scale without stranding capital.
  • Power and cooling constraints are shaping what is actually possible.
  • A team is scaling faster than its infrastructure decisions can keep up.

Three decision contexts.

Compute capacity strategy

Build, buy, lease, site, and provider choices for AI compute capacity, framed against the constraints that actually bind.

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Infrastructure diligence

Technical and commercial diligence for operators, investors, and infrastructure transactions, with a clear risk register.

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GPU capacity operations

Operating guidance for teams standing up or scaling GPU capacity against facility, power, and cooling limits.

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From a short brief to a documented decision.

  1. Brief

    You send two or three sentences on the decision in front of you.

  2. Decision frame

    You and the principal agree what is being decided, and what marks the end of the brief.

  3. Constraints and options

    The binding constraints are mapped and the real options compared.

  4. Recommendation

    You get a documented recommendation with the reasoning exposed.

  5. Handoff

    The work ends with the brief. No retainer is assumed.

Evidence, without breaching confidence.

Engagement shapes, decision frameworks, and sample deliverables that show how the work is done. Anonymized where confidentiality requires it, and clear about what is withheld.

See selected work

The signals, with context for the decision.

A monitored feed of the developments reshaping compute, facilities, power, and capital, kept separate from original written analysis.

Discuss a decision.

Tell Karaya what you are trying to decide. You will get a direct reply. Do not include confidential detail in a first message.

Prefer email? Write to contact@karaya.group.

Two or three sentences on what you are trying to decide is enough. All three fields are required.