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SemiAnalysis Weekly
by Jordan Nanos, Doug O'Laughlin
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Latest episodes
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Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos
October 9, 2026 · 1 hr 23 minH100 rental prices went up, on a GPU that should be sliding down its depreciation curve. That curve is what lenders underwrite. Daniel Nishball (@dnishball) kicks off our new Compute Capital Markets group by following the money through…
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Ep. 036 - $200 Buys $12,000 of Opus Tokens, We Bought Every Plan (AI Cloud TCO) | Max Kan, Jordan Nanos, Andrew Megalaa
October 7, 2026 · 50 minPay Anthropic $200 a month and you can pull $12,000 of Opus 5.5 tokens at API pricing. Max Kan (@maxkan) and Andrew Megalaa bought every plan, OpenAI, Meta, xAI, MiniMax, Moonshot, Z.ai, Cursor, and measured every token type to find the…
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Ep. 035 - Tech DD’s, Performance Projections, Benchmarks, Supply Chain, Investment Thesis (Consulting)| Abhilash Jain, Jordan Nanos
October 5, 2026 · 35 minJordan (@JordanNanos) and Abhilash (@AbhilashJain17) discuss the clients SemiAnalysis consulting serves, custom projects like the inference simulator, how client work turns into research products, neocloud due diligence, and why SLAs…
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Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan
October 2, 2026 · 1 hr 3 minThe InferenceX team is back after two months. Jordan Nanos (@JordanNanos) is joined by Cam Quilici (@noslawextratost), Bryan Shan, and Alec Ibarra to discuss Engram and DRAM offloading, the AgentX benchmark and its profit calculator, TPU…
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Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos
September 23, 2026 · 1 hr 9 minClusterMAX 3.0 is here. Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) join Jordan Nanos (@jordannanos) after months of testing 77 GPU clouds. Some moved up, some moved down. Health checks, cache hit rates, NCCL recipes…
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Ep. 032 - 300 Datacenter Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos
September 18, 2026 · 54 minMore than 300 towns, cities, and counties have voted to pause data centers in the past 18 months. Maya Barkin (@mayabarkin) and Reyk Knühtsen (@robotknower) from the SemiAnalysis Data Center, Energy, and Industrials team join Jordan Nanos…
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Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart
September 16, 2026 · 1 hr 2 minEmergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the responses from Sam Altman and David…
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Ep. 030 - Long Live the Short King: Why 4-HI HBM Wins (Memory) | Myron Xie, Jordan Nanos
September 14, 2026 · 39 minNVIDIA previewed Rubin Ultra at 1TB of HBM per package. The part that ships will carry 192GB. Myron Xie and Jordan Nanos get into how the design fell that far, why the reason is supply and not performance, and why shipping less memory per…
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Ep. 029 - Modular Data Centers Cut Build Time to 12 Months (Datacenter, Energy) | Nico Bontigui, Jordan Nanos, Nigel Chiang, Eric Wen
September 11, 2026 · 47 minTraditional data center builds ran 18 to 24 months, sometimes past three years. Modular construction cuts that to 12. Jordan Nanos (@JordanNanos) sits down with Eric Wen, Nigel Chiang, and Nico Bontigui to map what modular actually means…
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Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security) | Doug O'Laughlin, Sam Harshe, Jordan Nanos
September 2, 2026 · 51 minThis week Doug, Sam and Jordan discuss the OpenAI vs HuggingFace security incident and our recent article on Neocloud security ahead of ClusterMAX 3.0 Full article: https://newsletter.semianalysis.com/p/most-neoclouds-s…
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Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
August 30, 2026 · 1 hr 3 minThis week Bryan, Myron and Jordan discuss our recent article on OpenAI Jalapeño. They cover the performance, architecture, programming model, implications for NVIDIA and more.1:05 Jalapeno Overview4:22 Tokens Per Megawatt9:15 Benchmark…
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Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) | Robert Boswall, Jordan Nanos
August 20, 2026 · 43 minPJM overpaid $12 billion across two capacity auctions, and the same modeling error is set to repeat in an upcoming emergency auction. Robert Boswall (@RobertBoswall) and Jordan Nanos (@JordanNanos) break down how the largest grid in…
About the show
Everything semiconductors and AI
Covering the spectrum