Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos

ClusterMAX 3.0 is here. Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) join Jordan Nanos (@jordannanos) after months of testing 77 GPU clouds. Some moved up, some moved down.
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: newsletter.semianalysis.com/p/clustermax-30-th…
ClusterMAX inquiries: clustermax@semianalysis.com

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