Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos
SemiAnalysis WeeklyShow Notes
ClusterMAX 3.0 is here. Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) join Jordan Nanos (@jordannanos) after months of testing 77 GPU clouds. Some moved up, some moved down. Health checks, cache hit rates, NCCL recipes, agentic coding on clusters, a Linux kernel bug, neocloud security, SLAs and financing, NVIDIA's backstops, five-year-old H100s, and hosted RL training.
Read the full ClusterMAX 3.0 report: https://newsletter.semianalysis.com/p/clustermax-30-the-industry-standard ClusterMAX inquiries: [email protected]
0:00 Cold Open 1:32 The Rankings 6:58 Health Checks 13:26 Endpoint Cache Misses 16:40 Networking and NCCL 22:52 Vibe-Coded Infra 31:27 Bug Hunting 38:36 Security 45:43 Financing Neoclouds 56:33 Hosted Training and RL
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