
Everything semiconductors and AI
Covering the spectrum
| Publishes | Twice weekly | Episodes | 38 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

H100 rental prices went up, on a GPU that should be sliding down its depreciation curve. That curve is what lenders underwrite. Daniel Nishball (@dnishball) kicks off our new Compute Capital Markets group by following the money through Nvidia's $497B... more
Pay Anthropic $200 a month and you can pull $12,000 of Opus 5.5 tokens at API pricing. Max Kan (@maxkan) and Andrew Megalaa bought every plan, OpenAI, Meta, xAI, MiniMax, Moonshot, Z.ai, Cursor, and measured every token type to find the ceiling. The ... more
Jordan (@JordanNanos) and Abhilash (@AbhilashJain17) discuss the clients SemiAnalysis consulting serves, custom projects like the inference simulator, how client work turns into research products, neocloud due diligence, and why SLAs decide who gets ... more
The InferenceX team is back after two months. Jordan Nanos (@JordanNanos) is joined by Cam Quilici (@noslawextratost), Bryan Shan, and Alec Ibarra to discuss Engram and DRAM offloading, the AgentX benchmark and its profit calculator, TPU v7 on Infere... more
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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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SemiAnalysis Weekly launched 8 months ago and published 38 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on SemiAnalysis Weekly include:
1. Myron Xie
2. Nico Bontigui
3. Jordan Nanos
4. Nigel Chiang
5. Eric Wen
6. Robert Boswall
7. Jon from Asianometry
8. Jordan Schneider
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