Semianalysis
Ep. 041 - EMERGENCY: Inside the Anthropic’s S-1 (Tokenomics/ Markets)
2026/10/27 15:00:00
Ep. 040 - ASML Is Building a Hybrid Bonding Tool, and We Have the Patents (AI Supply Chain)
2026/10/23 10:30:01
Ep. 039 - [EMERGENCY] Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenters)
2026/10/20 15:09:36
Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos
2026/10/20 15:09:36
Ep. 038 - Is GLM 5.3 a Mythos-Class Cyber Model From China? (InferenceX)
2026/10/14 11:00:00
Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)
2026/10/09 16:30:54
Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)
2026/10/05 15:00:01
Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)
2026/10/05 15:00:01
Ep. 034 - The Fight for Fast Tokens, TPU v7, Vera Rubin, and Engrams (AI Supply Chain, InferenceX)
2026/10/02 21:00:00
Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs)
2026/09/23 22:50:00
Ep. 030 - Long Live the Short King: Why 4-hi HBM Wins (Memory)
2026/09/14 17:00:16
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
2026/08/17 13:00:00
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
How Makora Generates CUDA Kernels That Beat Hand-Tuned Code | Researcher Conversations at GTC
2026/05/27 22:15:06
Ep. 004: The Impact of AI Datacenters on Consumer Power Costs
2026/03/05 20:39:10