Ep. 035 - Inside SemiAnalysis Consulting (Consulting) | Abhilash Jain, Jordan Nanos

NeoCloud funding increasingly hinges on SLA strength and contract terms, which SemiAnalysis's bespoke diligence work is built to stress-test.

• Two client bases: SemiAnalysis Consulting, led by Abhilash Jain, serves large PE/hedge funds (billion-dollar NeoCloud/chip bets) and industry players (hyperscalers, AI labs, chip and semis companies) on roadmaps, site selection, and go-to-market.
• Custom work seeds products: The AI Cloud TCO model, data center model, and a new inference simulator all began as single-client consulting engagements before becoming standardized SemiAnalysis products.

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