SemiAnalysis 发布 ClusterMAX 3.0 GPU 云评级,覆盖 77 家 neocloud
SemiAnalysis 发布 ClusterMAX 3.0,对 77 家 neocloud 做全面评测,市场覆盖范围从 2.0 版的 209 家扩大到 323 家,并访谈了 200 多名终端用户。Nebius 与 CoreWeave 同列 Platinum,Google Cloud 与 Oracle 进入 Gold,Azure 降至 Silver,Crusoe 降至 Bronze,全球仅 19 家 neocloud 获得奖章评级。评测分审计、性能、可靠性三阶段,涵盖 GPU 计算、网络、存储、编排、监控与故障注入,并新增 Bronze 与 Underperforming 之间的 Participation Ribbon 档。
here is a long tail of mere multi-hundred-million-dollar deals whose aggregate value is enormous. One plausible scenario in which managed clusters gain ground on frontier-lab bare metal involves open-source progress. Serving open-source models is already more lucrative than many realize; we recently modeled that “you can make over $100M per MW per year selling open source tokens,” leaving plenty of room for profit even at today’s rental prices. One could imagine open-source models increasing the
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