Semianalysis
Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security)
2026/09/02 14:00:00
Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
2026/08/30 22:22:06
Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy)
2026/08/20 11:00:00
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
2026/08/17 13:00:00
Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)
2026/08/09 14:00:00
Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry
2026/08/07 22:00:00
Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
2026/07/29 20:59:20
Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy)
2026/07/23 22:00:00
Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)
2026/07/18 16:00:00
Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab)
2026/07/16 21:00:00
Training a 400B Model on 2,048 Blackwell GPUs for $20M | Researcher Conversations at GTC
2026/07/15 23:00:05
Stop Saying Half of 2026 US Datacenter Capacity Is Canceled
2026/07/09 21:00:00
Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos
2026/07/01 22:30:01
Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
2026/06/23 23:00:00
Ep. 015 - DG Matrix on 800V DC vs Legacy AC in Data Centers
2026/06/15 22:00:01
Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos
2026/06/04 21:00:00
Why next-gen AI scale-up needs CPO
2026/06/03 02:30:17
Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline
2026/06/01 23:00:00
How Makora Generates CUDA Kernels That Beat Hand-Tuned Code | Researcher Conversations at GTC
2026/05/27 22:15:06
Analog's Mechatronics Engineer: Hardware Powering AI Inference | Researcher Conversations at GTC
2026/05/15 00:33:07
GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink
2026/05/06 00:55:00
AWS Trainium: How Amazon Built Their Own AI Chips | Researcher Conversations at GTC
2026/05/01 21:00:00
Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos
2026/04/19 16:12:04
Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Ep. 008
2026/04/10 21:59:58
Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos
2026/04/03 19:59:27
Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
2026/03/27 22:13:15
AI Chip & Silicon Round-up 2026
2026/03/13 00:00:00
Ep. 004: The Impact of AI Datacenters on Consumer Power Costs
2026/03/05 20:39:10
Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie
2026/02/26 00:58:09