Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs)

Описание: ClusterMAX 3.0 is here. Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) join Jordan Nanos (@jordannanos) after months of testing 77 GPU clouds. Somebody moved up. Somebody moved down. You'll have to listen.

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 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