← Frontier Inference Margins · all research reports
Run 2026-07-10, as prescribed by the external review (the empiricist's "load-bearing experiment"). Code:
tests/loao.mjsin the project tree. Predictions were fixed before comparison.
The calculator compresses each accelerator's serving behavior into one scalar — an "effective decode MFU" against dense 8-bit FLOPS. Is that a predictive abstraction (one coefficient transfers across hardware), or an interpolating one (each platform needs its own fitted coefficient)?
Fit a single global decode MFU using only the DeepSeek H800 production anchor (1,850 tok/s/GPU on a 37B-active model, 1.98 PF dense FP8 ⇒ 6.91%). Predict every other platform's published decode measurement from its spec sheet and that one coefficient. Pass bar (set in advance by the review): central error ≤ ~25%.
| Held-out platform | Predicted | Measured | Error |
|---|---|---|---|
| H20 (Ant/SGLang production, <50 ms tier) | 277 | 675 | −59% |
| GB200 (vLLM published) | 4,672 | 10,100 | −54% |
| Ascend 910C INT8 (CloudMatrix-Infer, optimized) | 1,405 | 1,943 | −28% |
| Ascend 910C INT8 (neutral read: DeepSeek "60% of H100") | 1,405 | 1,303 | +8% |
Mean |error| 37%, worst 59% — the abstraction FAILS the transfer test.
A roofline formulation (compute + HBM + interconnect terms with per-platform physical constants) fit jointly on all anchors with one shared efficiency residual — then re-run this experiment. Until that passes, cross-platform margin comparisons inherit anchor-fit uncertainty, and the per-provider ranges in §10 should be read accordingly.
We commissioned the upgrade path named above: a decode roofline with compute, HBM and fabric terms, 1/batch weight amortization, explicit MTP handling, and one shared roof-utilization residual (no per-platform efficiency), fit on the H800 production anchor alone (η = 31.0%). Full derivation: the roofline consultation; runnable diagnostic: /tests/roofline-diagnostic.mjs, deployed with the site.
Result: dramatically better than scalar MFU at throughput-oriented operating points — H20 −11/−16%, GB200 −2% (under an optimistic all-FP4 weight-traffic bound), Ascend@50ms −10%, and it reproduces the CloudMatrix paper's measured ~44% MTP latency increase — but it fails the whole-platform gate: Ascend's documented 15ms operating point misses by −39.8% (≈6–8pp of margin at typical operating points), and prefill transfers worse (worst −70.8%). The favorable numbers are also unstable to undisclosed metadata (H800 batch and MTP status alone swing the worst error between 31% and 57%).
More fundamentally, the preregistered experiment could not be executed as designed on public data (the fit is exactly-determined rather than validated): one fitted parameter against one training platform group violates the identifiability precondition (p < n_train), and no genuinely untouched platform exists — every candidate already informed the model's design. Decision: the anchor-fit model stays; the roofline ships as an experimental diagnostic only. A valid future test needs ≥2 independent training platform groups, a genuinely new platform held out after model freeze, frozen checkpoint/batch/MTP/precision metadata, and a max-error gate over every held-out operating point.