Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos

Description

The Core Research team is on SemiAnalysis Weekly this week. Jordan Nanos, Nick Doyle, Nigel Chiang, and Konrad Wang walk through the biggest bottlenecks in AI infrastructure: TSMC capacity constraints, PCB and substrate shortages, memory cycle dynamics, modular data center construction, and behind-the-meter power. The team also gets into how Claude Code is transforming their day-to-day research, what enterprise AI adoption actually looks like today, and the signals they're watching for when the cycle turns.