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SemiAnalysis

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  1. Ep. 033 - Datacenter Moratoriums Are Political Theater (Datacenter, Energy)

  2. Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart

  3. Ep. 030 - Long Live the Short King: Why 4-hi HBM Wins (Memory)

  4. Ep. 029 - Modular Data Centers Cut Build Time to 12 Months (Datacenter)

  5. AI is running out of Power

  6. Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security)

  7. Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)

  8. Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy)

  9. Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos

  10. Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)

  11. Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry

  12. Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)

  13. Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy)

  14. Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)

  15. Did China just beat Intel?

  16. [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model

  17. Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab)

  18. Training a 400B Model on 2,048 Blackwell GPUs for $20M | Researcher Conversations at GTC

  19. The true cost of a GPU cluster

  20. The GPU Power-Performance Curve Most Clusters Ignore | Researcher Conversations at GTC

  21. Designing Data Centers for 400kW GPU Racks | Researcher Conversations at GTC

  22. Why next-gen AI scale-up needs CPO

  23. How Makora Generates CUDA Kernels That Beat Hand-Tuned Code | Researcher Conversations at GTC

  24. Why Anthropic is renting Colossus 1 from SpaceX

  25. Analog's Mechatronics Engineer: Hardware Powering AI Inference | Researcher Conversations at GTC

  26. AWS Trainium: How Amazon Built Their Own AI Chips | Researcher Conversations at GTC

  27. Why Positron AI is Choosing LPDDR over HBM for Next-Gen LLM | Researcher Conversations at GTC

  28. Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Ep. 008

  29. Bryan Shan x Cameron Quilici | Researcher Conversations at GTC

  30. Waleed Atallah (Makora) x Dylan Patel | Researcher Conversations at GTC

  31. AI Chip & Silicon Round-up 2026

  32. Top 10 largest AI Datacenters in 2026

  33. Apple M2 Die Shot and Architecture Analysis – Big Cost Increase And A15 Based IP

  34. Nvidia Ada Lovelace Leaked Specifications, Die Sizes, Architecture, Cost, And Performance Analysis

  35. Nvidia's Acquisition of Mellanox, Plan for the Future

  36. SemiAnalysis ClusterMAX™ 2.0: The Ultimate GPU Cloud Power Ranking