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SemiAnalysis
Everything semiconductors and AI, covering the spectrum.
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Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)
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.
Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline
Jordan NanosJeremie Eliahou OntiverosJoey BrookhartCrystal Huang
AWS’s margins are rising while it adds more than a gigawatt of capacity per quarter, signaling a shift toward higher-margin Bedrock token sales.Claude represents an estimated 80%-93% of Bedrock usage, while Anthropic’s API-led growth reaches $47 billion ARR.Whether this operating leverage survives stabilized utilization, coding-token cuts, and the SpaceX/xAI capacity deal remains the key risk.