| Oct 14 | Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos |
| Oct 9 | Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets) | Dan Nishball, Jordan Nanos |
| Oct 7 | Ep. 036 - $200 Buys $12,000 of Opus Tokens, We Bought Every Plan (AI Cloud TCO) | Max Kan, Jordan Nanos, Andrew Megalaa |
| Oct 5 | Ep. 035 - Inside SemiAnalysis Consulting (Consulting) | Abhilash Jain, Jordan Nanos |
| Oct 2 | Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan |
| Sep 23 | Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos |
| Sep 18 | Ep. 033 - 300 Data Center Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos |
| Sep 16 | Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart |
| Sep 14 | Ep. 030 - Long Live the Short King: Why 4-HI HBM Wins (Memory) | Myron Xie, Jordan Nanos |
| Sep 11 | Ep. 029 - Modular Data Centers Cut Build Time to 12 Months (Datacenter, Energy) | Nico Bontigui, Jordan Nanos, Nigel Chiang, Eric Wen |
| Sep 2 | Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security) | Doug O'Laughlin, Sam Harshe, Jordan Nanos |
| Aug 30 | Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) |
| Aug 20 | Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) | Robert Boswell, Jordan Nanos |
| Aug 17 | Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos |
| Aug 9 | Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos |
| Aug 7 | Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5, Building Personalized Software (Roundtable) | Jon Y, Doug O'Laughlin, Jordan Nanos |
| Jul 29 | Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back) |
| Jul 23 | Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang |
| Jul 18 | Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos |
| Jul 18 | [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model |
| Jul 16 | Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos |
| Jul 9 | Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos |
| Jul 1 | Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos |
| Jun 23 | Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli |
| Jun 15 | Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam |
| Jun 4 | Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos |
| Jun 1 | Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang |
| May 15 | Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie |
| May 6 | Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan |
| May 1 | Ep. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong |
| Apr 19 | Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos |
| Apr 10 | Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos |
| Apr 3 | Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos |
| Mar 27 | Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos |
| Mar 13 | Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos |
| Mar 5 | Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin |
| Feb 26 | Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie |
| Feb 19 | Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos |
| Feb 13 | Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie |
