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The Core Research team is on SemiAnalysis Weekly this week. Jordan Nanos, Nick Doyle, Nigel Chiang, and Konrad Wang walk through the biggest bottlenecks in AI infrastructure: TSMC capacity constraints, PCB and substrate shortages, memory cycle dynamics, modular data center construction, and behind-the-meter power. The team also gets into how Claude Code is transforming their day-to-day research, what enterprise AI adoption actually looks like today, and the signals they're watching for when the cycle turns.
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This week Doug, Sam and Jordan discuss the OpenAI vs HuggingFace security incident and our recent article on Neocloud security ahead of ClusterMAX 3.0
Full article: https://newsletter.semianalysis.com/p/most-neoclouds-suck-at-security
0:00 Cold Open
0:57 Neocloud Security
4:38 The Hugging Face Ha…
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…
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…
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 bre…
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…
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