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SemiAnalysis WeeklyALBUM

Album

SemiAnalysis Weekly

Jordan Nanos, Doug O'Laughlin...
22 tracks16 hr 19 min duration
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Tracks

22 available

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1Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie cover artEp. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie052:00
2Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos cover artEp. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos051:22
3Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie cover artEp. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie062:30
4Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin cover artEp. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin050:40
5Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos cover artEp. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos077:46
6Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos cover artEp. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos057:57
7Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos cover artEp. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos033:34
8Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos cover artEp. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos034:46
9Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos cover artEp. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos053:22
10Ep. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong cover artEp. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong046:56
11Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan cover artEp. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan045:07
12Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie cover artEp. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie044:57
13Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang cover artEp. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang043:34
14Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos cover artEp. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos023:19
15Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam cover artEp. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam047:53
16Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli cover artEp. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli048:43
17Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos cover artEp. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos034:56
18Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos cover artEp. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos050:35
19Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos cover artEp. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos036:06
20[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model cover art[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model031:44
21Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos cover artEp. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos050:46
22Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang cover artEp. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang01:12

About this album

Everything semiconductors and AICovering the spectrum

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