This interview examines artificial intelligence, abbreviated AI, infrastructure and a robotics partnership that expands secure serverless token factories for enterprise adoption. Recorded at theCUBE and NYSE Wired Robotics and AI Infrastructure Leaders Series during the third annual AI Leaders Summit, the session addresses GPU orchestration, multi-tenancy, privacy and developer experience for neo-cloud operators and chief information security officers, abbreviated CISOs. Eiman Ebrahimi of Protopia and Haseeb Budhani of Rafay Systems join hosts John Furrier and Dave Vellante for an interview produced by theCUBE Research. Ebrahimi outlines how Protopia and Rafay Systems collaborate to enable virtual private token factories improve multi-tenant GPU orchestration and reconcile privacy and compute constraints; they describe technical approaches to model compatibility and agent-driven token demand. Budhani details how eliminating the isolation tax enables operators to monetize idle capacity; they emphasize the business model and economic impacts while preserving developer experience. Key takeaways include the business and technical impacts of true serverless multi-tenancy and an upstream privacy layer. Budhani asserts that removing the isolation tax enables capacity monetization. Ebrahimi demonstrates that Stained Glass transforms inputs to reduce plaintext exposure. Analysts John Furrier and Dave Vellante emphasize that security, observability and economics are essential to scale AI infrastructure adoption.
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Eiman Ebrahimi, Protopia & Haseeb Budhani, Rafay
July 28, 2026
Eiman Ebrahimi
CEO Protopia AI
Haseeb Budhani
Co-founder & CEO Rafay Systems
In this interview from theCUBE + NYSE Wired: Robotics & AI Infra Leaders 2026, Eiman Ebrahimi, chief executive officer of Protopia AI, joins Haseeb Budhani, co-founder and chief executive officer of Rafay Systems, to talk with theCUBE's John Furrier about a partnership expanding the addressable market for enterprise AI infrastructure. Budhani explains how Rafay's orchestration stack lets AI infrastructure providers deliver a serverless "token factory" experience, allowing multiple enterprises to share GPU capacity securely instead of pre-allocating dedicated ... Read more
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