SE
SemiAnalysis
Semiconductor and AI infrastructure research · Private company
SemiAnalysis is a semiconductor and AI-infrastructure research firm that publishes ClusterMAX, a ranking of GPU-cloud providers built on hands-on testing and end-user interviews. Its verdicts move neocloud stocks: ClusterMAX 3.0 kept IREN in its bottom "not recommended" tier while awarding Platinum to CoreWeave and Nebius.