Ep. 035 - Tech DD’s, Performance Projections, Benchmarks, Supply Chain, Investment Thesis (Consulting)| Abhilash Jain, Jordan Nanos

SemiAnalysis's consulting arm shows SLAs, not just chips or capital, now gate whether neocloud operators get funded.

• Two client bases: SemiAnalysis Consulting serves financial investors (PE funds, hedge funds deploying $1-2B into chips/neoclouds/data centers) and industry clients (hyperscalers, AI labs, chip companies) on custom 3-4 week to year-long engagements.
• Inference simulator as flagship tool: Built to estimate GPU throughput for unreleased chips (NVIDIA Feynman) and hypothetical models (10-20 trillion parameters), now delivered as live dashboards rather than static decks.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.