SemiAnalysis Weekly

Jordan Nanos, Doug O'Laughlin
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Everything semiconductors and AI Covering the spectrum

Episodes

  1. 2 DAYS AGO

    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
  2. 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
  3. 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
  4. 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
  • 4 Episodes

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Everything semiconductors and AI Covering the spectrum

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  • Creator
    Jordan Nanos, Doug O'Laughlin
  • Years Active
    2K
  • Episodes
    4
  • Rating
    Explicit
  • Copyright
    © Jordan Nanos, Doug O'Laughlin
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    SemiAnalysis Weekly

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