Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)

SemiAnalysis provides custom consulting services to financial institutions and industry players, bridging the gap between technical research and actionable business strategy. The consulting team supports large-scale investments by conducting technical and commercial due diligence for AI infrastructure, including neoclouds, chip companies, and data centers. By leveraging proprietary data models—such as inference simulators and total cost of ownership analysis—the team helps clients navigate complex decisions like build-versus-buy strategies and product roadmaps. These engagements often evolve into standardized institutional products, reflecting a continuous feedback loop between custom client needs and broader market research. Beyond traditional slide decks, the team delivers dynamic, data-driven dashboards that allow clients to stress-test assumptions in real-time, ensuring robust risk assessment and strategic clarity in the rapidly evolving AI hardware landscape.