SemiAnalysis Weekly
Jordan Nanos, Doug O'LaughlinEverything semiconductors and AI
Covering the spectrum
| Publishes | Weekly | Episodes | 5 | Founded | a month ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
This episode explores the impact of AI on memory costs, market dynamics, and economic measurement. Our experts discuss how AI is transforming industries, the challenges of measuring economic value, and the future of AI adoption across sectors. This w... more
Join Jordan Nanos, Doug O’Laughlin, and special guest Jeremie Eliahou Ontiveros for an in-depth analysis of the intersection between AI infrastructure and energy markets. Jeremie, Head of Datacenter & Energy Infrastructure Research, shares expert ins... more
Article (latest): newsletter.semianalysis.com/p...
00:00 Introduction to Vera Rubin and Extreme Co-Design
02:30 Innovations in GPU Architecture: From Blackwell to Rubin
05:38 Memory Bandwidth and HBM4: A New Era
08:26 NVLink 6 and Int... more
InferenceX, formerly InferenceMAX: inferencex.com/
Article (latest): newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs
GitHub github.com/SemiAnalysisAI/InferenceX
Article (original) newsletter.semia... more
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Apple Podcasts | #103 |  Finland/Business |
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These podcasts share a similar audience with SemiAnalysis Weekly:
1. Semi Doped
2. The Circuit
3. Sharp Tech with Ben Thompson
4. No Priors: Artificial Intelligence | Technology | Startups
5. Training Data
How many episodes of SemiAnalysis Weekly are there?
SemiAnalysis Weekly launched a month ago and published 5 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. Jeremie Eliahou Ontiveros
2. Cam Quilici
3. Bryan Shan
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