podcast

SemiAnalysis

host · unknown

episodes

14

mentions

82

tickers

33

net sentiment

45%

tickers discussed · 33

$NVDA×13$GOOGL×6$SPCX×4$MSFT×4$ANTHROPIC×4$OPENAI×4$META×4$AMD×4$CRWV×3$NBIS×3$CXMT×3$TSM×3

+ 21 more ▾

$AMZN×3$AAPL×2$XAI×2$CBRS×2$GROQ×2$CVX$CRUSOE$ORCL$TSLA$000660.KS$ANET$BX$HUAWEI$MOONSHOT-AI$PEBBLE$BN$RADIANT$AVGO$POSITRON$QCOM$INTC

guests & speakers · 16

jordan jeremy rick john doug doug o'loughlin kungwen dan max kav ul shah patrick o'shaughnessy randa thomas summers bryan shan cameron quilici dylan patel

episodes · 14

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

Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)11 insights

2026-08-09 · Nvidia exclusive partner for SpaceX; vendor financing likely

Ep. 23 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry

Ep. 23 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry13 insights

2026-08-07 · Elon Musk pulls $1T revenue forecast forward to 2030 with 10GW data center plan

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

Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)6 insights

2026-07-29 · Final pre-train IPO funding round risks $5T capex vs $500B revenue timing mismatch

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

Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy)8 insights

2026-07-23 · Nvidia bullseye strategy locks in NCPs with Spectrum X and LinkX, extracting recurring re…

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

[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model9 insights

2026-07-18 · Google should be embarrassed as Chinese model surpasses its AI standing

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

The GPU Power-Performance Curve Most Clusters Ignore | Researcher Conversations at GTC1 insight

2026-06-25 · Pebble optimizes GPU power-performance curves to boost tokens per watt and eyes 100 GW fl…

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

Designing Data Centers for 400kW GPU Racks | Researcher Conversations at GTC3 insights

2026-06-11 · Radiant launches as neo-cloud with vertical integration, targeting 12-month greenfield-to…

Why next-gen AI scale-up needs CPO

Why next-gen AI scale-up needs CPO4 insights

2026-06-03 · Nvidia roadmap pushes copper to limit then adopts CPO for massive scale-up clusters

Why Anthropic is renting Colossus 1 from SpaceX

Why Anthropic is renting Colossus 1 from SpaceX3 insights

2026-05-18 · Anthropic secures massive compute via Colossus 1 rental to lift Claude token limits

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

AWS Trainium: How Amazon Built Their Own AI Chips | Researcher Conversations at GTC3 insights

2026-04-30 · AWS Trainium 3 delivers 30-40% better price-performance, scaling to 1M+ chips in 2026

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

Why Positron AI is Choosing LPDDR over HBM for Next-Gen LLM | Researcher Conversations at GTC2 insights

2026-04-16 · Positron bets on LPDDR memory and 1:1 matrix-vector ratio to slash inference costs

Bryan Shan x Cameron Quilici | Researcher Conversations at GTC

Bryan Shan x Cameron Quilici | Researcher Conversations at GTC3 insights

2026-04-07 · SemiAnalysis benchmarks confirm Nvidia inference leadership across cost and throughput

AI Chip & Silicon Round-up 2026

AI Chip & Silicon Round-up 202610 insights

2026-03-12 · Nvidia Vera Rubin VR200 with 35 petaflops FP4 and NVL72 rack will likely top 2026 charts;…

Top 10 largest AI Datacenters in 2026

Top 10 largest AI Datacenters in 20266 insights

2026-01-06 · Amazon deploys 500k custom Tranium 2 chips across two GW-scale AI campuses