Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 21–27
PodcastSemiAnalysis WeeklySeptember 23, 2026

Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos

GPU cloud quality varies wildly on reliability, security, and networking even as extreme demand lets nearly every provider profit regardless.

  • New rankings out: ClusterMAX 3.0 tested 77 GPU cloud providers (covering a 323-provider universe) and 200+ end-user interviews; Nebius joined CoreWeave in Platinum, Google Cloud joined Oracle in Gold, Azure fell to Silver, and AWS/Crusoe/Together dropped to Bronze.
  • Endpoint caching hurts margins: One major inference provider had only a 75% cache hit rate vs 99% for top peers, nearly doubling customer costs on an 800k-token trace test.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.