Confidential Compute

The IoT Frontier Model

The next machine won’t start from zero.

Large language models read what people wrote. The next generation must understand what machines live through.

Every battery, pump and microgrid records experience that could help the next machine like it. TLAY trains industry frontier models on that experience across fleets and owners, inside attested enclaves, with differential privacy proven on every release. The data never leaves its owner’s control.

Join the network See the architecture

Watch the film (4:52) →Read the thesis →User guide →

Built on the confidential federated learning design from Google Research, Toward provably private learning from federated data. The frontier model is our roadmap; the sealed pipeline already runs in our pilot.

MODEL RECEIPTrel_e5d66f28
ModelNext-day runtime forecast
Training data1,000 devices × 8 days
EnclaveGCP_INTEL_TDX
Debugdisabled since boot
MechanismDP-SGD
Noise σ · rate q8.914734 · 0.2
Steps100
Accountantdp_accounting PLD 0.6.0
ε 2.0δ 1e-6 per device,
reserved before decrypt
Held-out error111.43 min MAE
7-day mean baseline118.06 min MAE
Held-out devices5,000
Attested compute Synthetic data Simulated payment
A small model trained inside Google Cloud Confidential Space in our pilot. Synthetic fleet data.

The film · 4:52

The IoT Frontier Model, in five minutes.

From the three locks to the architecture, the running pilot and the road ahead: the whole story in one film.

The experience exists. Three locks keep it from the next machine.

A new device starts with its own short history and a spec sheet, while machines like it have already met every problem it is about to face, somewhere else.

Lock one

Too sensitive to share

Operating records reveal a plant’s output, customer habits and asset health. A meter reading shows when a home is empty. “We anonymize it” is a promise no one can check.

Key: confidential computing and differential privacy

Lock two

Too messy to read

“Temperature” comes from different sensors with different precision; a stop may be a fault or a schedule. Without identity and context, more data is more noise.

Key: trusted provenance from the device

Lock three

Not worth the cost

Good data costs connectivity, upkeep, labeling and consent management. If all the value stays with the model builder, owners have no reason to stay in.

Key: rewards tied to contribution

Why now

Stronger privacy and faster training, together, in production.

In October 2026 Google Research showed confidential federated learning training Gboard’s English and Japanese models. Devices upload encrypted data; only publicly logged, attested programs can decrypt it.

~3×smaller privacy budget in a live A/B test (zCDP 0.215 vs 0.641)
3 wksto train, against about 2 months on the previous system
17.8Muploads in about 6 days, against 8.5M devices over 38 days before

Source: Daly et al., arXiv:2609.31494. The A/B test ran about 3.5M devices per arm with user metrics neutral.

Confidential computing is a cloud commodity

AMD SEV-SNP and Intel TDX machines rent on demand, and sign an attestation of exactly which program runs inside.

Machines already have identity and wallets

TLAY’s BoAT brings identity, signing, consent and payment to the device; HashAnchor gives machine events a verifiable integrity record.

What was missing: one service

The paper proved the architecture and the cloud supplies the hardware. TLAY connects them, end to end, for machine data.

One question, every industry: what changed, and can it help the next machine?

An IoT Frontier Model learns what many devices in many conditions have in common, then carries that experience to new devices and new tasks. The large model serves from the cloud; skills are distilled down to the edge.

Energy and storage

Lifetime, degradation, demand

From battery state, temperature, load and dispatch: earlier anomalies, longer asset life, better scheduling.

Industrial equipment

Failure precursors across sites

From vibration, current and maintenance outcomes: unplanned downtime turned into planned maintenance.

Robots and mobile machines

Adapting to new settings

From actions, environment and task feedback: faster ramp-up on every new site.

“Frontier” is earned by capability, not parameter count.

  1. Does it predict reliably on devices, sites and conditions it has never seen?
  2. Does it adapt faster when labels are scarce?
  3. Does it know when it is outside what it was trained on?

Confidential federated learning

Learning moves to the server. Access never does.

Classic federated learning trains on each device and trusts the operator to add the privacy noise. In the design Google Research describes, devices upload encrypted data, and only publicly logged, attested programs may decrypt it. TLAY applies that design to machine data.

01 DEVICEEncrypt, sign, uploadBound to an access policy, then free to go offline.
02 PUBLIC POLICYNames the only programs allowedLogged before use; auditors see every workload.
03 KEY SERVICEKeys only to attested codeChecks hardware evidence against the policy.
04 TRAINING ENCLAVESDecrypt, train with DP, discard Budget reserved before any byte is decrypted.
05 RELEASEAnonymized model plus receiptNoised weights and metrics are all that leave.
APPEND-ONLY TRANSPARENCY LOG Policies, key-service software, budget reservations and model commitments. Anyone can check that nothing was added in secret.
Dashed workers mark multi-enclave training, which is on our roadmap. Today each release runs in one enclave.

IoT is the most natural home for this architecture.

Classic federated learning needs devices that can train, stay online for round after round, and run shared code. Meters, gateways and sensors can’t. Here a device only collects, signs and encrypts, then goes offline. The bar to join industry learning drops from “can train a model” to “can encrypt a record.”

Where TLAY stands against the design

StageGoogle Research designTLAY todayStatus
Device uploadEncrypted upload bound to an access policyHPKE envelopes bound to one policy and one day, device-signed; owners sign consent on the deviceIn pilot
Key managementTEE cluster with Raft; keys only to matching workloadsKey authority checks attestation against the policy’s image digest; keys wrapped by Cloud KMS; not yet a replicated TEE clusterPartial
Transparency logPolicies and key-service software in RekorSelf-hosted append-only log, signed tree heads anchored in write-once storage; public log to comePartial
TrainingRoot and worker TEEs, Federated LanguageDP-SGD inside one Confidential Space instance per release; multi-enclave is nextPartial
Privacy and schedulingMF-DP-FTRL; participation scheduled to improve privacyPer-device ε ledger reserved before decryption, PLD accounting, scheduled daily seriesIn pilot
RecoverySigned, encrypted checkpoints; no repeat releasesSigned execution leases, failed runs never re-run, ledger recovers from the log anchor; encrypted checkpoints to comePartial
External verifiabilityOpen source, reproducible builds, attestationSigned receipts verifiable offline against pinned keys; open source and reproducible builds to comeRoadmap

Trusted learning starts on the device.

The cloud protects the computation, but it cannot say where the input came from. A model worth relying on knows which device produced a record, how it measured, and whether the record was sent twice.

BoAT

Identity, signing, consent, payment

Runs on the machine today; extends to encrypted upload and policy checks for TLAY Confidential Compute.

HashAnchor

Verifiable integrity records

Links tasks, data commitments and result receipts, so every party can check the record was not altered.

Trust tiers

The tier is a training signal

Devices with secure boot and attestation give stronger evidence; constrained devices state their tier. Trainers filter, weight and trace by it.

Machines that contribute share the value.

What changes hands is the right to use data for one task, plus the model service built on it. Never an unlimited right to copy. Rules are written down before anyone joins.

  1. 1Machines produce dataOwners consent per task.
  2. 2Protected trainingInside TEEs, with differential privacy.
  3. 3Better modelsSharper forecasts, diagnostics and dispatch.
  4. 4Value returnsPaid per valid contribution, then back to 1.

Pay for valid contributions

Not for bytes, which rewards junk, and never for what the data says, which leaks it. The pilot pays the same for every contribution that passes validation.

Settled by machine wallets

Devices receive income within the permissions their owner grants, and pay for forecasting and diagnostic services in return.

Driven by real utility

Less downtime, longer asset life, better energy use. That is what keeps the flywheel turning.

Don’t take our word for it. Check the receipt offline.

Export a result bundle and verify it on your own machine, with no network. Pin the public keys from a source you trust, such as the cloud key service, rather than taking them from us.

Output from a release in our Oct 7 cloud pilot run.

$ python -m tlay_client.verify_receipt \
    --bundle result_bundle.json \
    --anchors pinned.json

Security mode: attested_pilot
Trust anchors: pinned
  PASS  release_commit_signature
  PASS  attestation_record_signature
  PASS  attestation_verdict
  PASS  workload_candidate_signature
  PASS  layer_consistency
  NOT_CHECKED  result_commitment
  PASS  transparency_inclusion
NOTE: sealed result. The buyer's result key
      opens it and checks the commitment.

A big goal needs honest limits.

We label every result by what was actually proven: synthetic data, simulated payments and hardware-attested compute are kept apart and never blurred.

We commit to

  • Stating the unit of privacy and the cumulative budget for every task, all drawn from one ledger
  • Publishing which trust rests on hardware, on software and on each operating role
  • Paying contributors by agreed rules, never by what their data showed

This approach cannot

  • Make TEEs absolutely secure; differential privacy is the second line of defense
  • Make a released model forget; withdrawn consent affects later tasks only
  • Turn a signature into an accurate measurement
  • Skip scale: the paper’s largest model has 10M parameters; bigger needs GPU enclaves

Each stage proves collaboration adds capability before we scale.

Energy is where we start: continuous, time-ordered data and forecasts that can be tested on concrete tasks. Every gate asks two questions: did capability improve, and do participants still control how their data is used?

  1. M0 · In pilot, synthetic data

    Multi-party private statistics and small models

    Consent, confidential compute, privacy budget, signed receipts and settlement work end to end.

  2. Gate: consent and privacy limits hold as agreed

  3. M1 · Next

    Joint training on one energy task

    Joint data against one operator training alone, tested on new sites that took no part in training.

  4. Gate: collaboration brings measurable gains

  5. M2 · Planned

    Training across enclaves and accelerators

    Root and worker TEEs, a public transparency log, open source and reproducible builds.

  6. Gate: privacy budget and model utility still hold at larger scale

  7. M3 · Horizon

    Industry foundation models, toward the IoT Frontier Model

    More device types and operators, many tasks on one shared industry foundation model.

Help every next machine start ahead.

We are looking for our first fellow travelers.

  • Founding data partners running fleets of storage, EV chargers, solar or industrial equipment.
  • Model teams who want to train on real device data without touching raw data.
  • Compute partners offering confidential computing and accelerator capacity.

Or write to info@tlay.io.

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