Newsletter

Independent AI and semiconductor research

SemiAnalysis

The definitive source on the world’s most important industry.

Institutional Offerings

AI InfrastructureDemand & installed base

Accelerator & HBM Model

Bottoms-up demand forecast for AI accelerators and high-bandwidth memory across Nvidia, AMD, Google, AWS, Meta, Microsoft, Intel, and every major Chinese hyperscaler, with customer-level shipments and installed base for 60+ accounts. HBM is tracked in the same detail as the compute, down to vendor, generation, layer count, and price.

The model connects upstream capacity to downstream deployment. Because shipments are built up from equipment requirements, wafer starts, and packaging orders, revenue for companies across the supply chain can be estimated directly from production.

View model Talk to Sales

DatacenterCapacity & power

Datacenter Industry Model

Global datacenter capacity tracker covering 6,500+ structures: hyperscaler buildouts, colocation markets, power constraints, and regional deployment trends through 2030, with per-structure power draw, lease structures, and planned versus operational capacity. More than two hundred companies are covered, with the end customer behind each megawatt.

On top of the structure database sits the demand side: accelerator shipments and install base by operator, the power each deployment draws, and a supply-demand reconciliation that shows which operators and regions run short of power, and when.

View model Talk to Sales

FinanceServing economics

Tokenomics Model

Unit economics engine for AI serving: bottoms-up token throughput, ROI on AI spend, and demand-side translation of revenue into future accelerator demand by hyperscaler, lab, and neocloud. Token consumption is tracked across applications, API endpoints, and token-native software, and set against production per hardware system and model architecture.

A first principles accounting of the economics of serving models from the present install base of accelerators, to the tokens created therein, and back to future accelerator demand.

View model Talk to Sales

ConsultingAdvisory & due diligence

Consulting and technical due diligence

Consulting and technical due diligence across silicon, clusters, and clouds for the people deploying capital, from retained advisory to bespoke projects.

Strategic and technical engagements, from quick-turnaround analyses to long-term advisory, with deep domain expertise spanning every key layer of the AI and semiconductor ecosystem.

About consulting Talk to Sales

AccessAPI

API access

SemiAnalysis’ institutional products are available via high-performance API endpoints in normalized patterns. Get datacenter capex, process node information, GPU rental prices, and much more via programmatic means.

The API system is designed to work with research agents, allowing you to incorporate SemiAnalysis data and articles directly into your native agentic workflow in seconds. For institutions with a more built-out data infrastructure, the SemiAnalysis API allows for the ETLing of bleeding-edge semiconductor and AI data directly into your system.

Talk to Sales