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SemiAnalysis Weekly
Everything semiconductors and AICovering the spectrum
Jordan Nanos, Doug O'Laughlin... · ٹریکس: 22 · 3,485 پلے
- Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie5,72152:00
Jordan Nanos, Doug O'Laughlin...
- Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos3,80151:22
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), Howie2,81762:30
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'Laughlin2,84950:40
Jordan Nanos, Doug O'Laughlin...
- Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos6,65577:46
Jordan Nanos, Doug O'Laughlin...
- Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos4,19357:57
Jordan Nanos, Doug O'Laughlin...
- Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos2,63933:34
Jordan Nanos, Doug O'Laughlin...
- Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos5,60534:46
Jordan Nanos, Doug O'Laughlin...
- Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos4,10153:22
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 Fong5,91546:56
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 Kan5,06545:07
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 Xie2,45344:57
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 Huang5,45743:34
Jordan Nanos, Doug O'Laughlin...
- Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos4,34523:19
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 Inam2,51747:53
Jordan Nanos, Doug O'Laughlin...
- Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli5,81948:43
Jordan Nanos, Doug O'Laughlin...
- Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos3,68734:56
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 Nanos3,53150:35
Jordan Nanos, Doug O'Laughlin...
- Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos5,88536:06
Jordan Nanos, Doug O'Laughlin...
- [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model3,93531:44
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... · 5,915 پلے · 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... · 5,885 پلے · 36:06
- 3
Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
Jordan Nanos, Doug O'Laughlin... · 5,819 پلے · 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... · 2,165 پلے · 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... · 5,065 پلے · 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... · 2,517 پلے · 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... · 4,193 پلے · 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... · 2,453 پلے · 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... · 3,801 پلے · 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... · 5,605 پلے · 34:46
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