About the role
SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and we are hiring senior analysts to lead it. You will research GPU cloud providers, AI model developers, and the economics of AI compute, build the financial models behind our conclusions, and develop research views that withstand detailed scrutiny.
What they're looking for
- Experience owning research, financial analysis, or commercial diligence in finance, consulting, corporate strategy, or a comparable role
- Typically three or more years of relevant experience. We assess demonstrated responsibility and work quality rather than a fixed tenure requirement
- Ability to build a financial model from incomplete data and explain its key assumptions
- Evidence of independent judgment, including a view you changed after finding contradictory evidence
- Clear writing, and the ability to defend a conclusion in a detailed discussion
- Interest in AI, and willingness to learn how technical constraints affect costs and business results
More about this role
Work Setting: In office preferred, hybrid considered
Work Location: San Francisco or New York City preferred. We will consider candidates elsewhere in North American time zones.
Work Hours: Office hours
Find out more here: https://semianalysis.com
About SemiAnalysis
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.
We are a global team of analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually.
Our newsletters reach more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.
Industry Models – we develop and publish industry models on accelerator shipments, datacentre...
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