Hot Aisle

ClusterMAX Tier in SemiAnalysis ClusterMAX 3.0 (23 Sep 2026), the public hands-on rating of GPU clouds. Medal tiers run Platinum, Gold, Silver, Bronze; Participation Ribbon sits between Bronze and Underperforming. Underperforming and Unavailable are the two groups SemiAnalysis lists under "Not Recommended": Unavailable covers providers it could not test or judged too small to rate. Empty when the provider is not listed.

Not published

Contracted power MW Power the company states as contracted, secured or committed in its portfolio, in MW. Speculative pipeline and planned campuses are excluded; the power note quotes the company's own word for it.

Not published

Active power MW Power the company states as active, live, operational or managed today, in MW.

Not published

Power note What the power figures cover, the as-of date, and targets or planned campuses that are not counted.

Not published

Backlog $M Contracted revenue backlog, remaining performance obligations or total contracted value as the company states it, in USD millions.

Not published

Backlog note Which backlog measure the company uses and its as-of date.

Not published

Quarterly revenue $M Latest reported quarterly revenue, in USD millions, from the company's results release or filing. Company-level unless the note says otherwise.

Not published

Stated ARR $M Annualized run-rate revenue exactly as the company states it, in USD millions. We never annualize a quarter ourselves.

Not published

Revenue note Period, basis and any revenue targets the company has stated.

Not published

GPUs GPUs deployed, owned or under contract as the company states it.

Not published

GPU note What the GPU figure counts and when it was stated.

Not published

Capital raised $M Equity and debt raised, in USD millions: the total when the company states one, otherwise the rounds and facilities named in the capital note.

Not published

Capital note Exactly which rounds, notes or facilities the capital figure covers, with dates.

Not published

Customers Customers named publicly by the company, in its filings or in reputable press.

Not published

Ownership Publicly listed, privately held, or a subsidiary of another company.

Not published

Ticker Exchange and ticker symbol for listed companies.

Not published

Parent Owner or majority shareholder when the neocloud is part of another group.

Not published

Quarterly capex $M Latest disclosed quarterly capital expenditures, in USD millions. Context only; excluded from the composite score.

Not published

Capex note Period and scope of capital expenditures, including whether figures are actuals or guidance.

Not published

GPU models Hardware advertised or tested, with reservations and future availability explicitly noted. Context only; not a fleet count or scoring input.

AMD Instinct MI300X (eight GPUs per Dell PowerEdge XE9680 server). 1

Operating footprint Company or service geography as sourced; a general cloud footprint does not guarantee GPU stock in each region.

Switch Pyramid, Grand Rapids, Michigan. 2

Deployment and orchestration Available provisioning and cluster management services; future features are labelled as such.

Isolated on-demand compute, provisioned through an automated platform; customer Kubernetes runs above the platform. 3

Cluster interconnect Published cluster network technology or bandwidth; not a measured service-quality claim.

Eight 400G links, 3,200 Gbps RoCEv2 Ethernet per server. 1

Capacity scope Partner supply, network coverage and other non-fleet capacity signals excluded from GPU scoring.

Not published

1. Hot Aisle supercomputer specifications accessed 2026-11-11
2. Hot Aisle data center location accessed 2026-11-11
3. Hot Aisle provisioning model accessed 2026-11-11

GPU prices, regions and services for Hot Aisle: Hot Aisle on Neocloud Companies.