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Jordan Nanos Profile picture
Jordan Nanos
@JordanNanos
Member of Technical Staff @SemiAnalysis_
Nov 6 • 16 tweets • 7 min read
ClusterMAX 2.0 is here!

In this update we rate 84 neoclouds, up from 26
Our market view tracks 209 providers, up from 169 in March and 124 last October
We spoke to over 140 end users as part of the research
And we wrote over 43,000 words about our experience

This is more than Animal Farm, but less than The Great Gatsby

More thoughts in 🧵 In the first version of clustermax, we described key criteria across 10 categories. This time, we itemize a list of things we look for.

You can read the list at clustermax.ai/criteriaImage
Oct 23 • 6 tweets • 3 min read
Recording from our talk at OCP last week has been uploaded @dnishball

- What We Do @SemiAnalysis_
- Key Trends
- InferenceMAX
- ClusterMAX
- Tokenomics

Key Trends from chip design to datacenter infrastructure Image
Image
Mar 23 • 16 tweets • 8 min read
Last week at @NVIDIA GTC I had a talk on what it takes to build a GPU cluster with @HPE and @HPE_Cray

It breaks down into a 12 step program 🧵 Image The full contents of the presentation looks like this, walking through the 12 steps one-by-one: Image