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How would Meta deploy its networking clusters? How would that be different at Oracle, Nebius or Crusoe? Clara Ee on the SemiAnalysis AI Networking Model: a bottoms-up build of every buyer's clusters that gives the BOM of each one and the networking equipment TAM.

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SemiAnalysis

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23,279 görüntüleme • 13 gün önce •via X (Twitter)

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SemiAnalysis profil fotoğrafı
SemiAnalysis13 gün önce

Learn more about the AI Networking Model and talk to our team:

Luminara Stocks profil fotoğrafı
Luminara Stocks13 gün önce

Networking is the line item nobody models until a cluster is already late. Would love to see how different Oracle's looks from Meta's

The SI Maximalist profil fotoğrafı
The SI Maximalist13 gün önce

Even the cables have buyer personas.

Leonid Invests profil fotoğrafı
Leonid Invests13 gün önce

Bottoms-up networking BOM per buyer sounds fun. Which cluster surprised you most? 🤔

港美10倍股玩家 profil fotoğrafı
港美10倍股玩家13 gün önce

比起只看网络设备市场有多大，更想看不同买家的集群拆开后，设备清单究竟差在哪里。

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