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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.

SemiAnalysis

179,465 subscribers

23,279 次观看 • 13 天前 •via X (Twitter)

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SemiAnalysis 的头像

SemiAnalysis13 天前

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

Luminara Stocks 的头像

Luminara Stocks13 天前

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 的头像

The SI Maximalist13 天前

Even the cables have buyer personas.

Leonid Invests 的头像

Leonid Invests13 天前

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

港美10倍股玩家的头像

港美10倍股玩家13 天前

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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