SemiAnalysis

Jordan Nanos × Abhilash Jain

SemiAnalysis Consulting is turning bespoke AI-infrastructure diligence into scalable products, including a token-supply simulator linking chip deployment, workload allocation, throughput, and token pricing.NeoCloud underwriting centers on contractual survivability: 99.9% availability expectations, sub-90% performance, and mismatched 15–20-year leases versus five-year GPU contracts can threaten financing and trigger remedies, while capacity timelines determine whether clients build or lease.