HeyJaredSemiAnalysis Weekly
Everything semiconductors and AICovering the spectrum
- Indexed episodes, last 90 days
- 17
- Latest publication
- Sep 23, 2026
- Audience
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- Earliest in this view
- Jul 9, 2026
Latest episodes
Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos (opens the original)
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ClusterMAX 3.0 is here. Sam Harshe (@sharshe02) and Pratt Bhatt (@PrathmeshBhat19) join Jordan Nanos (@jordannanos) after months of testing 77 GPU clouds. Some moved up, some moved down. Health checks, cache hit rates, NCCL recipes, agentic coding on clusters, a Linux kernel bug, neocloud security, SLAs and financing, NVIDIA's backstops, five-year-old H100s, and hosted RL training. Read the full ClusterMAX 3.0 report: https://newsletter.semianalysis.com/p/clustermax-30-the-industry-standard Clus
Ep. 032 - 300 Datacenter Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos (opens the original)
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More than 300 towns, cities, and counties have voted to pause data centers in the past 18 months. Maya Barkin (@mayabarkin) and Reyk Knühtsen (@robotknower) from the SemiAnalysis Data Center, Energy, and Industrials team join Jordan Nanos (@jordannanos) to explain what a moratorium actually is, how they mapped every one of them against the US project pipeline, and why only three projects are being delayed. Plus: the SpaceX de-annexation in Brownsville, New York vs Texas, why politicians love a m
Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart (opens the original)
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Emergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the responses from Sam Altman and David Sacks. Does pacing actually mean less compute, or a lot more? Plus the Hugging Face incident, Moonshot serving Claude, and the security behaviour that keeps them up at night. 0:00 Cold Open 2:50 Glorified Neoclouds 8:21 Pacing the Frontier 12:53 Safety Eats Compute
Ep. 030 - Long Live the Short King: Why 4-HI HBM Wins (Memory) | Myron Xie, Jordan Nanos (opens the original)
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NVIDIA previewed Rubin Ultra at 1TB of HBM per package. The part that ships will carry 192GB. Myron Xie and Jordan Nanos get into how the design fell that far, why the reason is supply and not performance, and why shipping less memory per chip might be the right call anyway. For the first time in recent memory, NVIDIA's next flagship will have less capacity than the one it replaces. Read More: https://newsletter.semianalysis.com/p/long-live-the-short-king-why-4-hi
Ep. 029 - Modular Data Centers Cut Build Time to 12 Months (Datacenter, Energy) | Nico Bontigui, Jordan Nanos, Nigel Chiang, Eric Wen (opens the original)
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Traditional data center builds ran 18 to 24 months, sometimes past three years. Modular construction cuts that to 12. Jordan Nanos (@JordanNanos) sits down with Eric Wen, Nigel Chiang, and Nico Bontigui to map what modular actually means, from MEP heavy skids to full containerized builds. They break down why the bottleneck moved from construction time to labor, why welders and electricians are the real constraint in Abilene, and how time to power translates directly into tokens at 40 to 100 mill
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