SemiAnalysis Weekly
Claim This Podcastby Jordan Nanos, Doug O'Laughlin
Podcast Overview
<p>Everything semiconductors and AI</p><p>Covering the spectrum</p>
Language
🇺🇲
Publishing Since
2/13/2026
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Recent Episodes
July 29, 2026
Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
<p>Doug is back this week!<br>Timestamps:<br>00:00 Market Update<br>07:02 Comparing to Past Bubbles in Taiwan and Korea<br>10:08 Memory Prices, LTAs, and Market Cycles<br>18:11 Future Demand for AI and Model Usage<br>37:40 Scaling Laws and Supply Constraints<br>44:45 Financial and Capital Constraints in Tech Expansion<br>50:57 Geopolitical Risks, Policy Impact, Long Term Outlook</p>
July 23, 2026
Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang
Jordan Nanos interviews Dan Nishball, Zane Fong, and Kang Wen Cheang about the $11 trillion AI capital, offtake, and data center challenge, revealing how NVIDIA backstops shape debt financing.
July 18, 2026
Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
Crystal Huang, Max Kan, Joey Brookhart, and Jordan Nanos discuss Anthropic versus OpenAI usage, margins, and the future of tokenomics in this interview.
23 total episodes available with 6 transcripts
Recent guests on SemiAnalysis Weekly
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Dan Nishball
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Zane Fong
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Kang Wen Cheang
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Crystal Huang
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Max Kan
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Joey Brookhart
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Jordan Nanos
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Afzal Ahmad
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Andrew Wagner
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Jeremie Eliahou Ontiveros
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Reyk Knuhtsen
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Ellie Holbrook
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- What is SemiAnalysis Weekly?
<p>Everything semiconductors and AI</p><p>Covering the spectrum</p> - How often does this podcast release new episodes?
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