SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 29 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
This week Doug, Sam and Jordan discuss the OpenAI vs HuggingFace security incident and our recent article on Neocloud security ahead of ClusterMAX 3.0
Full article: newsletter.semianalysis.com/p/most-neoclouds-suck-at-security
0:00 Cold Ope... more
This week Bryan, Myron and Jordan discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more.1:05 Jalapeno Overview4:22 Tokens Per Megawatt9:15 Benchmark Caveats13:48 T... more
PJM overpaid $12 billion across two capacity auctions, and the same modeling error is set to repeat in an upcoming emergency auction. Robert Boswall (@RobertBoswall) and Jordan Nanos (@JordanNanos) break down how the largest grid in America, 13 state... more
Dylan joins the pod today, recorded live from our SF office. Jordan and Dylan discuss SemiAnalysis's AI spend, the model that escaped during training, AI rollups eating private equity, new accelerators vs NVIDIA, and whether the pod gives away too mu... more
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Apple Podcasts | #224 |  Hong Kong/Business |
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Frequently Asked Questions About SemiAnalysis Weekly
What is SemiAnalysis Weekly about and what kind of topics does it cover?
SemiAnalysis Weekly covers semiconductors and AI with a tech-forward lens, frequently diving into AI compute economics, data-center dynamics, and hardware strategy. Episodes commonly feature deep-dive tech topics (from processor and accelerator developments to 800V DC data-center power), plus market and governance angles around AI labs, frontend token economics, and open vs closed ecosystems. The show often pairs industry veterans, researchers, and operators to unpack complex topics, making it valuable for listeners who want practical context on how hardware, software, and capital interact in AI infrastructure. Noteworthy is a consistent focus on practical implications for buyers, builders, and policy, plus hands-on teardown and benchmarkin... more
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Which podcasts are similar to SemiAnalysis Weekly?
These podcasts share a similar audience with SemiAnalysis Weekly:
1. The Circuit
2. Dwarkesh Podcast
3. Training Data
4. Invest Like the Best with Patrick O'Shaughnessy
5. No Priors: Artificial Intelligence | Technology | Startups
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 7 months ago and published 29 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact SemiAnalysis Weekly?
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What guests have appeared on SemiAnalysis Weekly?
Recent guests on SemiAnalysis Weekly include:
1. Robert Boswall
2. Jon from Asianometry
3. Jordan Schneider
4. Doug O'Loughlin
5. Andrew Wagner
6. Afzal Ahmad
7. Niko Ciminelli
8. Haroon Inam
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