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.
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