$7 trillion is about to get spent on GPU clouds, and every provider is being asked to get 100x bigger overnight. ClusterMAX 3.0 spent three months finding out who actually can.

Ep. 033 of SemiAnalysis Weekly is live. Jordan Nanos (@JordanNanos) sits down with Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) fresh off testing 77 GPU clouds: the new rankings, health checks, cache hit rates, NCCL, agents on clusters, a Linux kernel bug, security, financing and backstops, H100s, and hosted RL training.

"It's my first time seeing sunlight today, actually, since testing began." "This time we rank 77 providers." "Just about everyone in the industry looks like a genius right now." "No way. I thought you could just earn 80% margins on the inference business, right?" "Who are you going to trust for your Vera Rubin going into next year?"