ألبوم
SemiAnalysis Weekly
Everything semiconductors and AICovering the spectrum
Jordan Nanos, Doug O'Laughlin... · المقاطع: 22 · ٣٬٠٨٠ استماع
- Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie٥٬٣٦١52:00
Jordan Nanos, Doug O'Laughlin...
- Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos٣٬٦٦٦51:22
Jordan Nanos, Doug O'Laughlin...
- Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie٢٬٥٠٢62:30
Jordan Nanos, Doug O'Laughlin...
- Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin٢٬٦٢٤50:40
Jordan Nanos, Doug O'Laughlin...
- Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos٦٬٢٥٠77:46
Jordan Nanos, Doug O'Laughlin...
- Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos٤٬١٤٨57:57
Jordan Nanos, Doug O'Laughlin...
- Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos٢٬٤١٤33:34
Jordan Nanos, Doug O'Laughlin...
- Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos٥٬٢٠٠34:46
Jordan Nanos, Doug O'Laughlin...
- Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos٣٬٧٤١53:22
Jordan Nanos, Doug O'Laughlin...
- 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 Fong٥٬٧٣٥46:56
Jordan Nanos, Doug O'Laughlin...
- Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan٤٬٨٨٥45:07
Jordan Nanos, Doug O'Laughlin...
- Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie٢٬٤٠٨44:57
Jordan Nanos, Doug O'Laughlin...
- Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang٥٬١٤٢43:34
Jordan Nanos, Doug O'Laughlin...
- Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos٤٬١٦٥23:19
Jordan Nanos, Doug O'Laughlin...
- Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam٢٬٤٢٧47:53
Jordan Nanos, Doug O'Laughlin...
- Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli٥٬٥٩٤48:43
Jordan Nanos, Doug O'Laughlin...
- Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos٣٬٣٧٢34:56
Jordan Nanos, Doug O'Laughlin...
- Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos٣٬٣٩٦50:35
Jordan Nanos, Doug O'Laughlin...
- Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos٥٬٧٠٥36:06
Jordan Nanos, Doug O'Laughlin...
- [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model٣٬٧٥٥31:44
Jordan Nanos, Doug O'Laughlin...
More By Jordan Nanos, Doug O'Laughlin...
- 1
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
Jordan Nanos, Doug O'Laughlin... · ٥٬٧٣٥ استماع · 46:56
- 2
Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos
Jordan Nanos, Doug O'Laughlin... · ٥٬٧٠٥ استماع · 36:06
- 3
Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
Jordan Nanos, Doug O'Laughlin... · ٥٬٥٩٤ استماع · 48:43
- 4
Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
Jordan Nanos, Doug O'Laughlin... · ١٬٩٨٥ استماع · 50:46
- 5
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
Jordan Nanos, Doug O'Laughlin... · ٤٬٨٨٥ استماع · 45:07
- 6
Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
Jordan Nanos, Doug O'Laughlin... · ٢٬٤٢٧ استماع · 47:53
- 7
Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
Jordan Nanos, Doug O'Laughlin... · ٤٬١٤٨ استماع · 57:57
- 8
Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie
Jordan Nanos, Doug O'Laughlin... · ٢٬٤٠٨ استماع · 44:57
- 9
Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos
Jordan Nanos, Doug O'Laughlin... · ٣٬٦٦٦ استماع · 51:22
- 10
Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos
Jordan Nanos, Doug O'Laughlin... · ٥٬٢٠٠ استماع · 34:46
قد يعجبك أيضاً
- 1
ألبومSanta Monica
Ricardo Seola · ١٧٤ استماع
- 2
ألبومNaturalistic
Wvy Cam · ٧٬٣١٧ استماع
- 3
ألبومDj Athan
Dj Athan · ٩٬٥١٧ استماع
- 4
ألبومNaira Marley
٥٢٬٢٣٧٬١٦٠ استماع
- 5
ألبوم¢Vr$3d!
¢Vr$3d! · ٨٬٦٦٩ استماع
- 6
ألبومRiz & Yoshi
Riz & Yoshi · ١٬٧٤٤ استماع
- 7
ألبومRundown
٥٬٤٠٦ استماع
- 8
ألبومBig Khan
Big Khan · ٨٬٦٣٨ استماع
- 9
ألبومЯблачный спас 2
DIOX · ٤٬٠٣١ استماع
- 10
ألبومShut Up
Ricky Dandel · ٤٬٥٢٢ استماع
- 11
ألبومStrichkot
Strichkot · ٢٬٤٦٠ استماع
- 12
ألبومAfrodizouk: Fiesta Amigo - EP
Papa AP · ٩٬٢٨٥ استماع