amit✓ @amitisinvesting
Sep 23 SEMIANALYSIS RELEASES CLUSTERMAX 3.0: For the 1st and 2nd release, CoreWeave was at the top alone. For the first time, $NBIS Nebius joins $CRWV CoreWeave as the top ranking neoclouds.
amit (@amitisinvesting) — SemiAnalysis' ClusterMax 3.0 adds Nebius alongside CoreWeave at the top GPU-cloud tier
amit (@amitisinvesting) — SemiAnalysis' ClusterMax 3.0 adds Nebius alongside CoreWeave at the top GPU-cloud tier
An independent GPU-cloud quality rating puts Nebius in the top tier beside CoreWeave for the first time — an infrastructure-quality signal for the neocloud focus lane, not a price move.
Why it's worth your time
An independent GPU-cloud quality rating puts Nebius in the top tier beside CoreWeave for the first time — an infrastructure-quality signal for the neocloud focus lane, not a price move.
Related
8 events DateTypeEvent
Oct 1 tweetKawzInvests — open models now carry 61% of Vercel gateway tokens while H200/B200 rents rise and H100/A100 rents fall Oct 2 tweetSemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar Sep 16 tweetParadis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them Oct 5 Deep DiveCoreWeave's Interest Bill Now Takes a Quarter of Its Revenue Oct 9 tweetSemiAnalysis — rising H100 rents break the depreciation curve lenders underwrite, with $7T of debt coming Oct 9 ArticleAI Money Bought Running Power Plants and Sold the Build-Out Sep 10 tweetM. V. Cunha — Nebius management at Goldman: demand visibility stretches to 24+ months, older GPUs stay economically relevant Oct 15 tweetMarkos (AAIG) — neocloud returns now come down to yield on cost vs. 6–9% financing; watch dollar-per-megawatt pricing Source links
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