SemiAnalysis Weekly//Pratt Bhatt, Sam Harshe
Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos
SemiAnalysis’ ClusterMAX 3.0 update ranks 77 GPU cloud providers and expands its market view to 323 providers, with a heavy focus on reliability, networking, security, and financing risk. The episode argues that managed GPU clouds are mostly a software and operations problem layered on scarce hardware, while hosted training and RL introduce even harder infrastructure and correctness challenges.
