Expanse (YC P26) – Unlock Wasted GPU Capacity

Hey HN, we’re Ismaeel, Eren, Yafet and Nikodem. We built Expanse (https://expanse.sh/) to increase the effective capacity of your HPC/GPU clusters running schedulers/orchestrators like Kubernetes and SLURM. We read the source code, job submission script, and the hardware a workload is about to run on to predict what the job actually needs before the cluster sees it. We also flag failures we think are about to happen and surface line-level optimisations the researcher can apply themselves.The problem: Datacenters run at roughly 30% to 40% effective utilisation. Users request more resources than what they actually need, because of asymmetric risk: while over-requesting is bad because it’s expensive and wastes capacity that someone else could have used, under-requesting kills your job mid-run and you lose days of work. So everyone over-requests by two to three times.We measured one national-scale HPC cluster for a month and from 122k jobs, 59% of the compute was wasted. At on-demand cloud rates for the same hardware, that’s roughly $8.5M of compute wasted in one month on one cluster. The pattern is similar in large scale compute industries as well, such as quant funds, AI labs, and manufacturing.The four of us ran HPC and GPU training workloads at the largest quant funds and HPC facilities. Ismaeel did research at EPCC (Edinburgh’s Parallel Computing Centre, the UK’s national HPC site) under Adrian Jackson, where he built the first multimodal HPC resource predictor: a model that ingests job source code, submission scripts, hardware telemetry and cluster metadata in order to figure out how much compute will actually be needed. On a dataset of real workloads on EPCC’s own clusters it scored 34% better than any other baseline, and outperformed frontier general-purpose LLMs prompted on the same prediction task by roughly 8x. These results convinced us the problem was solvable with software.Expanse installs on every node and hooks into SLURM (or the

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78

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Verdict

BUILD

high confidence

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Software that predicts actual GPU/compute resource needs before jobs run, recovering 30-40% of wasted datacenter capacity worth millions monthly per facility.

The pain

HPC and GPU cluster operators waste 59% of compute because users request 2-3x more resources than needed. Under-requesting kills multi-day jobs mid-run (catastrophic loss), so everyone over-requests. One national cluster wastes $8.5M monthly in compute. This pattern repeats across quant funds, AI labs, and manufacturing.

The gap

Current schedulers (Kubernetes, SLURM) have no visibility into what a job actually needs before it runs. They can't read code, predict memory usage, or flag likely failures. Users guess based on fear of failure, not data. No tool exists that analyzes source code + submission scripts + hardware to make accurate predictions.

Build angle

The founding team has direct experience running workloads at scale (EPCC, quant funds, HPC facilities). They've already built a multimodal predictor that beats LLMs by 8x on real EPCC data. The technical moat is real: ingesting code + hardware telemetry + cluster metadata requires domain expertise they possess. The product hooks into existing infrastructure (SLURM nodes) so adoption friction is low. Revenue is straightforward: charge per job, per node, or percentage of compute savings recovered.

Strengths

  • Quantified problem: $8.5M waste monthly on one cluster, 59% of compute wasted, measured across 122k jobs
  • Proven technical approach: 34% better than baselines, 8x better than prompted LLMs on real data
  • Founder expertise: Team has run actual workloads at scale at EPCC and quant funds, not theoretical knowledge
  • Low friction adoption: Installs on nodes, hooks into existing SLURM/Kubernetes, no workflow changes needed
  • Multiple revenue angles: Per-job pricing, per-node licensing, percentage of savings, or enterprise contracts
  • Massive TAM: Every HPC facility, cloud provider, quant fund, and AI lab has this problem

Risks

  • Adoption requires cluster operators to trust predictions and change resource allocation policies; conservative IT orgs move slowly
  • Prediction accuracy degrades on novel workloads or hardware the model hasn't seen; continuous retraining needed
  • Kubernetes adoption in HPC is still growing; SLURM dominance means initial market is smaller than it appears
  • Competitors could emerge: cloud providers (AWS, GCP) could build this internally; open-source alternatives could commoditize
  • Pricing model unclear: if charged per job, users might resist; if percentage of savings, requires trust in measurement
  • Integration complexity: each cluster has custom configurations, job types, and hardware; one-size-fits-all won't work
  • Data privacy: analyzing job source code and cluster telemetry requires handling sensitive research/trading code

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