SemiAnalysis Weekly
By Jordan Nanos, Doug O'Laughlin
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Jordan Nanos, Doug O'Laughlin
Category: Business
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 13
Reviews: 0
Episodes: 29
Description
Everything semiconductors and AI
Covering the spectrum
| Episode | Date |
|---|---|
|
Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security) | Doug O'Laughlin, Sam Harshe, Jordan Nanos
|
Sep 02, 2026 |
|
Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
|
Aug 30, 2026 |
|
Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) | Robert Boswall, Jordan Nanos
|
Aug 20, 2026 |
|
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
|
Aug 17, 2026 |
|
Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos
|
Aug 09, 2026 |
|
Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5, Building Personalized Software (Roundtable) | Jon Y, Doug O'Laughlin, Jordan Nanos
|
Aug 07, 2026 |
|
Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
|
Jul 29, 2026 |
|
Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang
|
Jul 23, 2026 |
|
Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
|
Jul 18, 2026 |
|
[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model
|
Jul 18, 2026 |
|
Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos
|
Jul 16, 2026 |
|
Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos
|
Jul 09, 2026 |
|
Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos
|
Jul 01, 2026 |
|
Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
|
Jun 23, 2026 |
|
Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
|
Jun 15, 2026 |
|
Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos
|
Jun 04, 2026 |
|
Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang
|
Jun 01, 2026 |
|
Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie
|
May 15, 2026 |
|
Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan
|
May 06, 2026 |
|
Ep. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong
|
May 01, 2026 |
|
Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos
|
Apr 19, 2026 |
|
Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos
|
Apr 10, 2026 |
|
Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos
|
Apr 03, 2026 |
|
Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
|
Mar 27, 2026 |
|
Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos
|
Mar 13, 2026 |
|
Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin
|
Mar 05, 2026 |
|
Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie
|
Feb 26, 2026 |
|
Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos
|
Feb 19, 2026 |
|
Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie
|
Feb 13, 2026 |