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SemiAnalysis Weekly

von Jordan Nanos, Doug O'Laughlin

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  1. Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang

    AWS operating margins jumped 10 percentage points while Microsoft Azure and Google Cloud stayed flat. The driver: Anthropic's Claude usage routing through Bedrock, Amazon's token-as-a-service platform. Jordan Nanos (@JordanNanos), Jeremie E

  2. Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie

    Jordan Nanos (@JordanNanos), Howie, and Myron Xie break down the economics of Cerebras's IPO on the eve of their public debut, examining their OpenAI and Amazon deals that have shifted the company away from Middle Eastern investor concentra

  3. Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan

    OpenAI was in serious trouble at the beginning of this year. Anthropic's Claude Opus 4.5 release had triggered a wave of developers to start using Claude Code, pushing Anthropic's revenue past OpenAI's on a like-for-like basis by April. Ope

  4. 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 beyo

  5. 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 epi

  6. 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 t

  7. 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 cy

  8. Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos

    This week, Sravan Kundojjala (@SKundojjala) and Ivan Chiam ( from our team join Jordan (@JordanNanos) to break down the AI silicon shortage — and why its ripple effects are hitting everything from GPU pricing to your next smartphone.We cove

  9. Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos

    This episode explores the impact of AI on memory costs, market dynamics, and economic measurement. Our experts discuss how AI is transforming industries, the challenges of measuring economic value, and the future of AI adoption across secto

  10. Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin

    Join Jordan Nanos, Doug O’Laughlin, and special guest Jeremie Eliahou Ontiveros for an in-depth analysis of the intersection between AI infrastructure and energy markets. Jeremie, Head of Datacenter & Energy Infrastructure Research, shares

  11. Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie

    Article (latest): https://newsletter.semianalysis.com/p... (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1pJc3FoUHVqc3A3R2V4SWYwSnRDSDJQemZod3xBQ3Jtc0trd20zdUh0YnJ0MmpDalU0ZFlueWJYWWluenkwX005X0pkR3JkS2JxODc

  12. Ep. 002 - InferenceX 2.0 Release (Technical Staff) | 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.s

  13. Ep. 001 - 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-datac

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