We are proud to share that Bitdeer AI has been ranked in the Bronze Tier SemiAnalysis GPU Cloud ClusterMAX™ Rating in its April 2026 report, standing out among more than 80 neocloud providers 🎉. SemiAnalysis looks beyond surface-level pricing, evaluating the technical pillars that determine true business value: 🔹 Reliability & Support 🔹 High-Performance Networking & Storage 🔹 Orchestration Excellence 🔹 Total Cost of Ownership (TCO) As AI workloads scale in complexity, raw hardware is only half the story - operational efficiency and architectural integrity are the only way forward. This recognition validates our commitment to building enterprise-grade AI infrastructure ready for the most demanding training and inference workloads. Thank you, @SemiAnalysis_ team, for the deep dive and the recognition. We are already hard at work on our next phase of optimizations, further refining our cloud capabilities and O&M excellence to stay ahead of the curve. 🔗 Read the full SemiAnalysis breakdown: #BitdeerAICloud# #SemiAnalysis# #AIInfrastructure# #GPUCloud# #neocloud# #CloudComputing#

Jensen called this “probably the single most important chart for the future of AI factories”. Y-axis is “Throughput” (total volume) while X-axis is “Token Speed” (more tokens per second = more interactivity for a user + more context + more reasoning). Cerebras IPO very much about the chart. Firms market and price token offerings on those two variables, which are in tension. A free tier typically is high throughput but lower token speed. Meanwhile, the priciest tier would have lower througput but high-value tokens (eg. research, coding) SemiAnalysis makes the analogy of a “bus vs a Ferrari: you can choose to serve lots of users slowly, a single user quickly, or anything in between.” Nvidia’s challenge is to build systems that lift the entire line up and to the right. Jensen says Vera Rubin architecture improves revenue opportunity 5x vs. Blackwell. Then, if you add Groq to Vera Rubin, that revenue opportunity is up 10x vs. Blackwell. Groq is Nvidia’s option for delivering the higher value tokens at speed, which is the same market that Cerebras is targeting. Cerebras is attacking the problem with a massive, single-wafer design. Meanwhile, Groq uses multiple, smaller, connected chips and a specialized processor architecture design (Language Processing Unit aka LPUs).