SemiAnalysis Weekly

Jordan Nanos, Doug O'Laughlin

Everything semiconductors and AI Covering the spectrum

Episodes

  1. 13 MAR

    Memory, Oil, Geopolitics, and Macroeconomics

    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 sectors. This week Jordan hosts Ray Wang, Malcolm Splitter, Joey Brookhart from SemiAnalysis. Chapters 00:00 Introduction and Guest Credibility 03:44 Memory Constraints and Market Impact 07:14 Elasticity of Supply and Economic Analogies 10:00 AI Adoption in Personal and Enterprise Life 14:57 Global Distribution of AI Usage and Tokens 20:00 Consumer vs Enterprise AI Use Cases 24:56 Future Market Growth and Adoption Scenarios 29:48 AI's Impact on GDP and Economic Measurement 40:12 AI and the Future of Work and Productivity 50:02 Global Workforce and AI's Economic Effects 01:00:03 Building AI-Driven Dashboards and Tools 01:09:59 Reevaluating GDP and Economic Value of AI 01:19:56 Closing Remarks and Future Outlook

    1h 18m

  2. 5 MAR

    Impact of AI Datacenters (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 expert insights on how AI data centers are reshaping electricity pricing, market dynamics, and the regulatory challenges facing the grid today. 00:00 AI Data Centers and Electricity Prices 02:15 Market Dynamics: PJM vs. ERCOT 04:56 Supply and Demand Challenges 08:02 Thermal Accreditation and Market Reforms 11:05 Future of Energy Supply and Coal Retirements 17:13 The Future of Coal Power Plants 18:27 Balancing Energy Prices and Consumer Expectations 19:29 Customized Tariffs and Their Impact 20:28 Investment Commitments and Grid Reliability 22:30 Negotiation Timelines for Data Centers 24:32 Financing Mismatches in Energy Projects 25:10 The AI Boom and Its Impact on Energy 27:13 Anthropic vs. OpenAI: The Revenue Race 29:15 The Role of Government in AI Adoption 32:00 Demand Drivers in AI and Software Development 33:33 The Shift in Consumer Perception of AI 35:53 The Future of Coding and AI Integration 39:55 The Evolution of Software and AI Tools 43:53 The Canadian Tech Scene and AI Growth

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

    26 FEB

    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 and Data Center Infrastructure 40:47 Power Delivery Innovations in Rubin 46:16 Memory Solutions and Supply Chain Management 54:57 Deployment Timeline and Future Expectations

    1h 3m
  4. Feb 19, 2026 - InferenceX (Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos)

    19 FEB

    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 The Evolution of Inference Benchmarking 17:34 Optimizations and Their Impact 20:47 Challenges in Composability 23:51 Multi-Token Prediction Explained 26:52 Cost Implications of Optimizations 31:06 Understanding Inference Workloads and Benchmarks 33:44 Future Plans for Inference Optimization 37:16 Roadmap for New Models and Data Sets 39:03 Challenges in Benchmarking Multi-Turn and Multi-Modal Data 42:44 Experiences with AI Models and Their Limitations 48:43 Skepticism About Future AI Improvements

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

    13 FEB

    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: https://x.com/SemiAnalysis_/status/2021222800707538980?s=20 Seedance2: https://x.com/kirkinator_sol/status/2012588116536631778?s=20 , https://docs.google.com/document/d/1du1Ld94b1d2TU4maYIcU-K6v405iWoYTILnO9ipsEXQ/edit?tab=t.0

    52 min
  • 5 Episodes

About

Everything semiconductors and AI Covering the spectrum

Information

  • Creator
    Jordan Nanos, Doug O'Laughlin
  • Years Active
    2K
  • Episodes
    5
  • Rating
    Explicit
  • Copyright
    © Jordan Nanos, Doug O'Laughlin
  • Show Website
    SemiAnalysis Weekly

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