SemiAnalysis Weekly

Jordan Nanos, Doug O'Laughlin•rss.com

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Everything semiconductors and AI

Covering the spectrum

Last refreshed: May 1st, 2026 at 10:49 PM ⓘ

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Episodes

Ep. 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

This episode features Jordan Nanos (@JordanNanos) and Daniel Nishball (@dnishball) breaking down the economics of GPU clusters through real-world data and experience. Joined with Kang Wen Cheang and Zane Fong, the team discussed moving beyond theoretical TCO models as they examine how reliability differences between top-tier and lower-tier providers create significant cost disparities that aren't captured in simple per-GPU pricing. The discussion introduces practical frameworks for measuring goo...

May 01, 2026•47 min•Season 1Ep. 10

Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos

This week the team from ChipBook (formerly Chips & Wafers) joins. Jordan Nanos talks with Chaim Eisenberg and Simi Sherman as they explore how they build the ChipBook with open source data, and how that drives investment decisions. This episode dives deep into the ChipBook itself, revealing how granular, historical data collection provides insights into supply chain dynamics, memory markets, wafer fabrication equipment trends and more. The guests also share compelling examples of how their d...

Apr 19, 2026•53 min

Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos

Jordan Nanos (@jordannanos) Daniel Nishball (@dnishball) and Sam Harshe (@sharshe02) break down how SemiAnalysis is deploying Claude Code agents across its Singapore office at a scale that outpaces Meta on a per-employee basis. They cover the practical workflow changes, the trust and reliability questions that come with AI-generated analysis, and what it actually takes to build an agent swarm that does useful work. The conversation also gets into cybersecurity risks and where AI model developmen...

Apr 10, 2026•35 min•Season 1Ep. 8

Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos

The Core Research team is on SemiAnalysis Weekly this week. Jordan Nanos, Nick Doyle, Nigel Chiang, and Konrad Wang walk through the biggest bottlenecks in AI infrastructure: TSMC capacity constraints, PCB and substrate shortages, memory cycle dynamics, modular data center construction, and behind-the-meter power. The team also gets into how Claude Code is transforming their day-to-day research, what enterprise AI adoption actually looks like today, and the signals they're watching for when the ...

Apr 03, 2026•34 min•Season 1Ep. 7

The AI Silicon Shortage Explained: TSMC, Nvidia CPO, Memory Crisis & What Comes Next

Jordan Nanos, Doug O'Laughlin, Sravan Kundojjala, and Ivan Chiam dissect the ongoing AI silicon shortage, tracing its origins from packaging to wafer capacity. They explore TSMC's shifting priorities toward AI accelerators, the ripple effect of memory constraints on consumer electronics, and the unexpectedly high demand driving GPU rental prices upwards. The discussion also unpacks NVIDIA's significant co-packaged optics (CPO) roadmap and the crucial industry efforts toward optical interconnect standardization, offering insights into the future of AI infrastructure.

Mar 27, 2026•58 min•Season 1Ep. 6

Memory, Oil, Geopolitics, and Macroeconomics

This episode explores AI's significant influence on memory costs and market dynamics, comparing it to historical oil crises. Experts discuss the varied adoption of AI in personal versus enterprise settings, its monetization through ads or subscriptions, and the challenges of measuring its true economic value. The episode also touches on AI's impact on employment, the global workforce, and the need for new economic models to understand this technological revolution.

Mar 13, 2026•1 hr 18 min•Season 1Ep. 5

Impact of AI Datacenters (Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin)

This episode explores how AI data centers are impacting electricity markets, contrasting PJM's yearly auction model with ERCOT's real-time market to highlight market design challenges and supply forecasting issues. The discussion also covers customized tariffs for hyperscalers and the long development timelines for large data center projects. Additionally, the hosts analyze Anthropic's rapid revenue growth, particularly with Claude Code, and the broader implications of AI models potentially becoming "everything companies" by leveraging coding as a foundational application.

Mar 05, 2026•51 min•Season 1Ep. 4

Feb 25, 2026 - NVIDIA Vera Rubin NVL72 ft. Extreme Co-Design [Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie]

Article (latest): https://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 Interconnect Enhancements 11:38 Cable-less Design: Revolutionizing System Assembly 14:29 Thermal Management Innovations in Rubin 17:30 Power Management and Performance Expectations 33:36 Innovations in Packaging and Heat Management 38:15 Chiller-less Design an...

Feb 26, 2026•1 hr 3 min

Feb 19, 2026 - InferenceX (Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos)

InferenceX, formerly InferenceMAX: https://inferencex.com/ Article (latest): https://newsletter.semianalysis.com/p/inferencex-v2-nvidia-blackwell-vs GitHub https://github.com/SemiAnalysisAI/InferenceX Article (original) https://newsletter.semianalysis.com/p/inferencemax-open-source-inference 00:00 Introduction to InferenceX 02:52 Evolution from InferenceMAX to InferenceX 06:06 Benchmarking and Performance Insights 08:43 The Scale of Benchmarking Work 11:39 Collaboration with AMD and Nvidia 14:52...

Feb 19, 2026•51 min

Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)

Claude Code Rising: https://semianalysis.com/institutional/claude-code-adoption-note/ and https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point CPUs are back: https://newsletter.semianalysis.com/p/cpus-are-back-the-datacenter-cpu Memory Mania: https://newsletter.semianalysis.com/p/memory-mania-how-a-once-in-four-decades Claude Fast: https://x.com/SemiAnalysis_/status/2020922445989822709?s=20 Agent Swarms: https://x.com/SemiAnalysis_/status/2021283054019330194?s=20 Taiwan: htt...

Feb 13, 2026•52 min

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