SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 12 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Jordan Nanos (@JordanNanos), Howie, and Myron Xie break down the economics of Cerebras's IPO on the eve of their public debut, examining their OpenAI and Amazon deals that have shifted the company away from Middle Eastern investor concentration towar... more
OpenAI was in serious trouble at the beginning of this year. Anthropic's Claude Opus 4.5 release had triggered a wave of developers to start using Claude Code, pushing Anthropic's revenue past OpenAI's on a like-for-like basis by April. OpenAI's GPT ... more
This episode features Jordan Nanos (@JordanNanos) and Daniel Nishball (@dnishball) breaking down the economics of GPU clusters through real-world data and experience. Joined with Kang Wen Cheang and Zane Fong, the team discussed moving beyond theoret... more
This week the team from ChipBook (formerly Chips & Wafers) joins. Jordan Nanos talks with Chaim Eisenberg and Simi Sherman as they explore how they build the ChipBook with open source data, and how that drives investment decisions. This episode dives... more
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Apple Podcasts | #94 |  Israel/Business |
Apple Podcasts | #201 |  Hong Kong/Business |
Apple Podcasts | #245 |  South Korea/Business |
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Frequently Asked Questions About SemiAnalysis Weekly
What is SemiAnalysis Weekly about and what kind of topics does it cover?
A deep-drequent look at the intersection of semiconductors, AI compute, data center economics, and grid infrastructure. The episodes emphasize memory scarcity, AI model deployment, and the evolving economics of AI hardware, with frequent focus on memory pricing, data-center power, and the demand drivers behind hyperscalers and enterprises. Discussions often blend technical detail with real-world implications for pricing, procurement, and policy-level macro effects, including energy markets, grid design, and industry leadership shifts. A recurring strength is the ability to translate dense hardware and energy topics into practical implications for operators, utilities, and software/systems teams, punctuated by hands-on case studies, dashboar... more
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Which podcasts are similar to SemiAnalysis Weekly?
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How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched 3 months ago and published 12 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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What guests have appeared on SemiAnalysis Weekly?
Recent guests on SemiAnalysis Weekly include:
1. Chaim Eisenberg
2. Simi Sherman
3. Daniel Nishball
4. Sam Harshe
5. Jeremie Eliahou Ontiveros
6. Cam Quilici
7. Bryan Shan
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