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

SemiAnalysis consulting bridges the gap between technical hardware expertise and financial strategy, serving institutional investors, hyperscalers, and semiconductor companies. The practice focuses on custom engagements, ranging from technical due diligence on AI infrastructure—such as evaluating neocloud performance and service-level agreement reliability—to long-term product roadmap strategy. By leveraging internal data products like the inference simulator and cluster performance models, the team provides clients with dynamic, data-driven insights rather than static reports. These consulting projects often function as a feedback loop, identifying industry pain points that eventually evolve into standardized institutional research products. As the AI infrastructure market matures, the demand for rigorous, evidence-based assessment of chip clusters, data center readiness, and contract risk protection continues to drive the firm's rapid expansion and hiring efforts.