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🚀 Rising 10K - 100K subscribers

SemiAnalysis 🇺🇸

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Knowledge Technology Lifestyle
15.3K
Subscribers
339.89K
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162
Videos
2.1K
Views / Video

About the channel

Bridging the gap between the world's most important industry and business.

Latest videos

Thumbnail: Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators) 15.2K views · 08/29/2026
Thumbnail: Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy)
Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) 3.59K views · 08/20/2026
Thumbnail: Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos 11.29K views · 08/17/2026
Thumbnail: Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)
Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) 11.03K views · 08/09/2026
Thumbnail: Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry
Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5 | Jon from Asianometry 8.88K views · 08/07/2026
Thumbnail: Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back) 7.79K views · 07/29/2026

Latest Shorts

Thumbnail: Apple Denied Memory Deal by CXMT Price Wars Begin!
Apple Denied Memory Deal by CXMT Price Wars Begin! 885 views · 08/27/2026
Thumbnail: Taiwan's Memory Crisis Apple's Struggle & Elon's Billion Dollar Vision
Taiwan's Memory Crisis Apple's Struggle & Elon's Billion Dollar Vision 431 views · 08/26/2026
Thumbnail: Jeff Dean Left Google The Chuck Norris of Tech!
Jeff Dean Left Google The Chuck Norris of Tech! 401 views · 08/25/2026
Thumbnail: China's 1 6T Transceiver Dominance The West's Painful Supply Chain
China's 1 6T Transceiver Dominance The West's Painful Supply Chain 353 views · 08/24/2026

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