Mirantis IREN Acquisition

We discuss the acquisition of Mirantis by the neocloud company IREN, and use it to examine the current market for infrastructure and AI deployment. We look at Mirantis’ consulting business, Kubernetes distribution, and its earlier acquisition of parts of Docker, including the registry and enterprise components. We also consider whether trusted registries could play a role in distributing agents and tools for AI systems, and we compare this idea to package management. We get into an interesting discussion on neoclouds and managed agent providers as part of the operational layer for running AI workloads, including GPU capacity, model hosting, and repeatable deployment. Transcript: https://otter.ai/u/ZBtX6hwwHIqqOBbLDiJwM66wFuM?utm_source=copy_url