โ Frontier Inference Margins ยท all research reports
Unedited research artifact (2026-07-09) โ published as reference because its inline citations are useful; conclusions are synthesized (and where needed corrected) in the
main report.
Methods note: leave-one-anchor-out validation of the effective-MFU abstraction
Run 2026-07-10, as prescribed by the external review (the empiricist's "load-bearing experiment").
Code: tests/loao.mjs in the project tree. Predictions were fixed before comparison.
Question
The calculator compresses each accelerator's serving behavior into one scalar โ 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)?
Design
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 โ 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 โค ~25%.
Result
| Held-out platform |
Predicted |
Measured |
Error |
| H20 (Ant/SGLang production, <50 ms tier) |
277 |
675 |
โ59% |
| GB200 (vLLM published) |
4,672 |
10,100 |
โ54% |
| Ascend 910C INT8 (CloudMatrix-Infer, optimized) |
1,405 |
1,943 |
โ28% |
| Ascend 910C INT8 (neutral read: DeepSeek "60% of H100") |
1,405 |
1,303 |
+8% |
Mean |error| 37%, worst 59% โ the abstraction FAILS the transfer test.
Interpretation and consequences (adopted in methodology v2)
- A scalar compute-MFU does not transfer across platforms, because decode is memory/interconnect-bound: the H20's tiny FLOPS denominator makes its fitted "MFU" (17%) 2.5ร the H800's (7%) for the same physical workload. The coefficient absorbs bandwidth, batch regime, serving stack, and latency target โ it is not a hardware constant.
- The calculator's per-platform MFU values are therefore anchor fits โ each reproduces its own published measurement, and the page no longer describes this as "calibration" in the predictive sense. Reproducing the datum used to select a coefficient is an identity, not a validation.
- Platforms without a published anchor carry materially lower confidence: TPU v7 Ironwood, Trainium 2/3, and the Rubin projection have no public serving measurement for a frontier MoE and their MFU values are analyst estimates. This is now stated in the calculator.
- The model's honest domain of validity: short-to-moderate context, throughput-oriented serving, interpolation near the anchored operating points. Context length, TTFT/TPOT targets, KV-cache lifecycle, and speculative-decoding acceptance are not modeled; the interactivity multipliers (1.0/0.70/0.35) are a coarse stand-in for a latency curve that published data (CloudMatrix: 1,943 โ 538 tok/s from 50 ms โ 15 ms TPOT) shows is steep.
What would upgrade the model
A roofline formulation (compute + HBM + interconnect terms with per-platform physical constants) fit jointly on all anchors with one shared efficiency residual โ then re-run this experiment. Until that passes, cross-platform margin comparisons inherit anchor-fit uncertainty, and the per-provider ranges in ยง10 should be read accordingly.