SemiAnalysis Weekly
By Jordan Nanos, Doug O'Laughlin
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Category: Business
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Subscribers: 8
Reviews: 0
Episodes: 17
Description
Everything semiconductors and AI
Covering the spectrum
| Episode | Date |
|---|---|
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Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos
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Jul 01, 2026 |
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Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
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Jun 23, 2026 |
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Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
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Jun 15, 2026 |
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Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos
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Jun 04, 2026 |
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Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang
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Jun 01, 2026 |
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Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie
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May 15, 2026 |
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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
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May 06, 2026 |
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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
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May 01, 2026 |
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Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos
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Apr 19, 2026 |
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Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos
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Apr 10, 2026 |
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Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos
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Apr 03, 2026 |
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Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
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Mar 27, 2026 |
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Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos
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Mar 13, 2026 |
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Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin
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Mar 05, 2026 |
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Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie
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Feb 26, 2026 |
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Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos
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Feb 19, 2026 |
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Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie
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Feb 13, 2026 |