Same GPU, 50% More Output: Why the Operator Matters — Oliver Kennon, SemiAnalysis

Why watch

Oliver Kennon from SemiAnalysis explains how GPU operators achieve 50% more output from identical hardware through serving stack optimization. The talk covers compute as a commodity market, introduces ClusterMAX ratings for operator evaluation, and explores how cost position is relative to competitors. Targeted at infrastructure engineers, ML platform teams, and technical decision-makers evaluating compute investments.