ClusterAssay
Independent GPU network inspectionRead-onlyFor lenders and collateral verifiers
Sample report

GPU Cluster Fabric Inspection Report

Cluster ALPHA-1 (2,048 GPUs, operated by a fictional neocloud, "Example Cloud Co.") is financeable as a single training cluster once three conditions are met. Its fabric scores 82/100 today and a projected 96/100 after remediation.

Verdict

The fabric matches its claimed design and is healthy enough to finance, but full-cluster bandwidth is 78% of design and the fabric-manager licence cannot pass to a new operator. Both are fixable before closing.

LayerScore (of 20)ResultOne-line reason
1. Physical inventory19PassAll 96 switches present; 3 optics missing from the collateral schedule
2. Cabling vs. design15Pass with conditions14 miswired and 11 dark links out of 4,096
3. Link health16Pass with conditions31 links with high error rates; 6 running at reduced width
4. Fabric configuration19PassDesign claims confirmed; minor firmware drift on 2 switches
5. Takeover readiness13FailFabric-manager licence tied to the borrower's account
Total82 / 100Pass with conditionsProjected 96 / 100 after the three closing conditions

The benchmark result (78% of design bandwidth at 2,048 GPUs) is not scored separately. It is the measured consequence of layers 2 and 3.

Scope and limits

This report covers the compute (east-west) fabric of one cluster, inspected read-only over the management network. It says nothing about legal title, lien priority or customer contracts.

ItemDetail
ClusterALPHA-1: 256 nodes × 8 H100-class GPUs = 2,048 GPUs, 8 scalable units (SU 1–8) of 32 nodes
Fabric claimed by borrowerInfiniBand 400G, rail-optimized, 2-tier fat tree, 1:1 (non-blocking)
Equipment in scope64 leaf + 32 spine switches, 4,096 links, 5,120 optical transceivers
Access usedRead-only fabric-manager API and switch access; neighbour discovery; optics diagnostics
Active testsOne cluster-wide all-reduce benchmark, run in an agreed 6-hour maintenance window
Design sourceBorrower's topology file and cabling plan, version supplied at engagement start

Not tested: GPU servers themselves (covered by the server-verification provider), front-end and storage networks, power and cooling, and customer workloads. No customer data or job contents were read. Findings reflect the cluster during the inspection window only.

Findings

Nine findings: three high, three medium, three low. All three high findings are closing conditions; the rest go on the remediation schedule.

IDLayerSeverityFindingWhy it matters to the lenderFix
F-015. TakeoverhighFabric-manager licence and support contract are in the borrower's name and not assignableA replacement operator could not legally run the fabric software after a defaultVendor consent letter making the licence assignable to the lender or its nominee
F-022. Cablinghigh14 links in SU 6 miswired: GPU rails 3 and 4 swapped on 7 nodesForces traffic across rails; main cause of the bandwidth shortfallRe-cable 14 links; re-verify
F-032. Cablinghigh11 links dark: 9 in SU 8, 2 in SU 3SU 8 (256 GPUs) cannot join full-cluster jobs at full bandwidthReplace optics or cables; re-verify
F-043. Link healthmedium31 links above the bit-error threshold, 22 of them on one spineEarly sign of failing optics; risk of job interruptionsReplace 31 optics; watch the spine
F-053. Link healthmedium6 links running at half width (2 of 4 lanes)Each loses half its bandwidth without raising an alarmReseat or replace; re-verify
F-065. TakeovermediumOperations runbooks last updated 11 months agoSlows a handover to a new operatorRefresh and escrow runbooks
F-071. Inventorylow3 transceivers in service are not on the collateral schedule (replaced under warranty)Schedule no longer matches the hardwareUpdate the schedule with the new serials
F-084. Configurationlow2 leaf switches one firmware release behind the restMinor behaviour differences; complicates supportUpgrade in the next maintenance window
F-093. Link healthlow18 optics with receive power trending down over 30 daysLikely future failuresAdd to watch list; replace at threshold
Performance baseline

The cluster delivers 78% of its design bandwidth at full scale (2,048 GPUs). It is near design within one scalable unit, so the shortfall comes from the cross-unit fabric defects in F-02 and F-03.

Job sizeMeasured all-reduce (GB/s per GPU)Design target (GB/s per GPU)% of design
64 GPUs (within one SU)37038097%
256 GPUs (one SU)35537595%
1,024 GPUs (4 SUs)31036585%
2,048 GPUs (full cluster)28236078%

Method: NCCL all-reduce, 8 GB messages, bus bandwidth, run on 2026-10-08. A re-run after remediation is a closing condition; the expected result is at least 95% of design at 2,048 GPUs.

For the collateral

After remediation, ALPHA-1 can be valued as one 2,048-GPU training cluster rather than as separate servers. Today it supports full-cluster contracts only at reduced bandwidth, and a default would leave the lender without the right to run the fabric software.

QuestionAs inspectedAfter closing conditions
Largest job domain at 95%+ of design bandwidth256 GPUs (one SU)2,048 GPUs (whole cluster)
Can it serve a full-cluster training contract?Yes, at 78% of design bandwidthYes, at 95%+ of design bandwidth
Network equipment on the collateral schedule96 switches, 5,117 of 5,120 opticsAll
Could a new operator run it after a default?No: licence not assignable (F-01)Yes: licence assignable, configs and runbooks escrowed
Takeover package (topology, configs, firmware list, runbooks)Present; runbooks 11 months oldCurrent, escrowed, refreshed every 90 days

Rental rates and recovery values are the lender's assumptions. This report states only the technical condition they rest on.

Monitoring triggers

After closing, six passive checks are made at each periodic re-inspection, from the network's own records; none needs access to customer workloads. A breach is reported to the lender and borrower together and starts the listed action.

MetricBaseline after remediationTriggerAction
Links matching design100%Below 99.5% for 7 daysBorrower remediation plan within 14 days
Links dark or at reduced width0More than 0.5% of links for 7 daysSame as above
Links above bit-error threshold0More than 1% of linksWatch list; optics replacement report
Fabric switches and optics on the collateral schedule100%Any unreported serial changeSchedule update within 30 days
Unexplained configuration driftNoneAny change outside an approved change windowExplanation within 5 business days
Takeover package age0 daysOlder than 90 daysRefresh and re-escrow

One active check: the full-cluster bandwidth benchmark is re-run every 6 months in a maintenance window, and whenever a passive trigger fires. A result below 85% of design starts a lender review.

Conditions

Conditions before closing

Three conditions must be met and re-verified before funds are released; the other six findings can be fixed within 60 days of closing.

Closing conditions

  • F-01: Vendor consent letter making the fabric-manager licence and support assignable to the lender or its nominee
  • F-02 and F-03: Re-cable the 14 miswired links and restore the 11 dark links; inspector re-verifies cabling against design
  • Re-run the full-cluster benchmark; result at least 95% of design at 2,048 GPUs

Within 60 days of closing

  • F-04 and F-05: Replace the 31 high-error optics; fix the 6 half-width links
  • F-06: Refresh runbooks and escrow the full takeover package
  • F-07: Update the collateral schedule with the 3 replacement transceiver serials
  • F-08: Bring the 2 lagging leaf switches to the fleet firmware release
  • F-09: Put the 18 degrading optics on the watch list