# Rafay 日跟踪 · 2026-09-03
> 日期：2026-09-03（Asia/Shanghai）。原料：archive 原文，非旧日报。

## 摘要
- **NVIDIA-Certified Hypervisors（2026-08-27）**：认证对象是 Rafay 的 **GPU VMaaS**（虚拟机即服务）而非传统 HCI。
- **AI Token Factory**：在现有 GPU 上叠「按 token 计量、可货币化」的推理服务层——neocloud/运营商叙事。
- **平台**：编排 K8s + VM + SLURM + 裸金属 + GPU，服务 neocloud / 主权 AI 云 / 电信。

## 原文摘录

### [Rafay Achieves NVIDIA-Certified Hypervisors Status](https://rafay.co/press-release/rafay-achieves-nvidia-certified-hypervisors-status)
- 来源：Rafay 新闻稿 / `rafay/rafay-achieves-nvidia-certified-hypervisors-status-rafay-e2b55717.txt` / 抓取 2026-09-03T00:39:50Z
> Certification validates the Rafay Platform's GPU-powered Virtual Machines-as-a-Service (VMaaS) solution for the operationalization of AI workloads SUNNYVALE, Calif., Aug. 27, 2026 /PRNewswire/ -- Rafay Systems, a leading platform provider for AI infrastructure orchestration, operations, and monetization, today announced that the company's Virtual Machines-as-a-Service offering, a top-selling capability available to Rafay customers through the Rafay Platform, has been certified by NVIDIA for use with NVIDIA HGX systems, as well as NVL72 rack-scale systems. The certification provides enterprises and cloud providers with greater confidence in using virtualization as part of production AI infrastructure. The NVIDIA-Certified Hypervisors program evaluates representative performance-critical behaviors across compute, memory, data-path efficiency, and large language model (LLM) inference, helping organizations identify virtualization platforms and infrastructure software designed to support demanding AI and accelerated computing workloads. As enterprises, Neoclouds, telecommunications…

### [AI Token Factory | Turn GPU Inference into Monetizable AI Services](https://rafay.co/platform/ai-token-factory)
- 来源：Rafay 产品页 / `rafay/ai-token-factory-…-effef6c6.txt` / 抓取 2026-09-03T00:38:03Z
> Transform GPU Capacity into Monetizable AI Services with Token Factory Most organizations operate GPU infrastructure. Few can transform it into a monetizable AI service. The Rafay Platform's AI Token Factory capability adds a governed, token-metered service layer on top of your existing infrastructure—turning inference into revenue-generating AI services. Start a conversation with us to understand how the Rafay team can elevate your AI infrastructure with this cutting-edge capability. An AI Token Factory transforms inference infrastructure into token-based AI services, governed and monetized at the unit of consumption. It shifts organizations from managing compute capacity to delivering measurable AI outcomes as scalable, revenue-generating services. A token in AI is a unit of text that a language model processes. Instead of reading full words or sentences, AI models break text into smaller pieces called tokens, which can be whole words, parts of words, punctuation, or symbols. Large language models generate responses one token at a time, and token counts determine context limits,…

### [The Rafay Platform – Infrastructure Orchestration for AI Workloads](https://rafay.co/platform/rafay-paas)
- 来源：Rafay 平台页 / `rafay/the-rafay-platform-…-785f3b12.txt` / 抓取 2026-09-03T00:35:46Z
> The Operating Platform for the World’s Leading Neoclouds Rafay helps neoclouds, telcos, sovereign AI clouds, and enterprises turn infrastructure into self-service, governed services across AI use cases and cloud-native applications. The Rafay Platform orchestrates Kubernetes, VMs, SLURM, bare metal, GPUs, and AI services with the multi-tenancy, policy controls, usage visibility, and automation required to scale from infrastructure to consumption. The Rafay Platform unifies the operations and monetization of AI infrastructure into a singular control plane, empowering operators to run and make high margins off of their entire AI estate through a single pane of glass (and a single API framework) instead of a patchwork of point solutions. The result is AI Factories that deliver hypercaler-grade user experience with enterprise controls to customers, while delivering higher margins to the business. Automated infrastructure operations make compute instantly consumable Combat infrastructure lifecycle management complexity. Bring relief to frustrated developers and peace of mind to…

## 对基础档案的影响
- **认证/VMaaS**：NVIDIA 认证 hypervisor 状态绑定 GPU VM 即服务，不是超融合套件。
- **商业模式**：Token Factory = 推理货币化/多租户计量，对标「AI 工厂运营系统」。
- FAQ 页极长（65KB）为问答汇编，未单列；无新版本号。