← Frontier Inference Margins · all research reports

Research artifact — each page states its own provenance class in its header: verbatim originals carry SHA-256 stamps; adopted-findings summaries and reconstructions say so explicitly. Conclusions are synthesized (and where needed corrected) in the main report; each page carries its own run date.

Methods note: single-anchor (H800-trained) cross-platform transfer test of the effective-MFU abstraction

Naming note. This was originally called "leave-one-anchor-out," which is a misnomer: the experiment fits ONE global coefficient on the H800 production anchor and predicts the other platforms — it does not iteratively leave each anchor out and refit on the rest. Read it as a single-anchor cross-platform transfer test; the result and its limitations below are unchanged.

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.

Addendum (2026-07-19, methodology v2.2 — dated header note, slice-4 docs sweep): this page is a historical record of the 2026-07-10 test and its immediate roofline follow-up below, and its own conclusion ("the anchor-fit model stays; the roofline ships as an experimental diagnostic only") described the site as it stood THAT DAY. It no longer describes the current site. The IM3 program (im3-integration-design.md) later shipped a DIFFERENTLY-DESIGNED roofline as the live compute path: per-row deployed η (not one shared residual across all platforms), family-transfer for related hardware, and a joint fleet fit only for the platforms with no usable per-row anchor — a shape built specifically to answer this page's own identifiability objection ("one fitted parameter against one training platform group"). "The calculator compresses each accelerator's serving behavior into one scalar" (below) and the anchor-fit decision were both true on 2026-07-10 and are NOT true of the live engine today.

Question

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)?

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 ⇒ 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%.

Result

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.

Interpretation and consequences (adopted in methodology v2)

  1. 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%) 2.5× the H800's (7%) for the same physical workload. The coefficient absorbs bandwidth, batch regime, serving stack, and latency target — it is not a hardware constant.
  2. The calculator's per-platform MFU values are therefore anchor fits — 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.
  3. 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.
  4. The model's honest domain of validity: short-to-moderate context, throughput-oriented serving, interpolation near the anchored operating points. The published anchors are all ≤~50B-active models; the flagship scenarios assume 120–300B active — that size axis is the model's largest unanchored extrapolation. 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 → 538 tok/s from 50 ms → 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 — 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.

Follow-up (2026-07-10, same day): the roofline attempt — a documented negative result

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.