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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 просмотров • 13 дней назад •via X (Twitter)

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Фото профиля SemiAnalysis
SemiAnalysis13 дней назад

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

Фото профиля Luminara Stocks
Luminara Stocks13 дней назад

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

Фото профиля The SI Maximalist
The SI Maximalist13 дней назад

Even the cables have buyer personas.

Фото профиля Leonid Invests
Leonid Invests13 дней назад

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

Фото профиля 港美10倍股玩家
港美10倍股玩家13 дней назад

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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