This conversation examines ClusterMAX 3.0 and the evolving landscape of neocloud artificial intelligence infrastructure. Jordan Nanos of SemiAnalysis brings practical benchmarking expertise in GPU clusters and neocloud services. Nanos discusses ClusterMAX 3.0’s holistic ranking methodology, which evaluates compute, storage, networking, security and reliability through live cluster testing and customer interviews. The discussion with Gemma Allen of theCUBE covers managed clusters, inference endpoints, vertical integration and provider comparisons including Nebbius and CoreWeave. Key takeaways include ClusterMAX’s emphasis on real-world customer experience and the trade-off between deployment speed and operational quality. Nanos highlights that vertically integrated providers tend to deliver higher reliability and support. They note that Nebbius demonstrates strong monitoring and support during testing and that chip startups face significant supply chain and data center operational challenges, as observed by theCUBE analysts. The conversation previews upcoming ClusterMAX updates 3.1 and 4.0 and addresses implications for AI infrastructure strategy and provider selection.
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Jordan Nanos, SemiAnalysis
October 1, 2026
Jordan Nanos
Member of Technical Staff SemiAnalysis
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