Dan Nishball
Director of Research, SemiAnalysis
Dan is the Director of Research at SemiAnalysis, where he leads analytical efforts across AI infrastructure and compute. With deep technical expertise and strategic insight, he leads research from transistor-level innovation to hyperscale AI deployment. Dan’s focus areas of research include Networking and Optical, AI Systems and Neocloud Systems and Economics. His work spans the full stack – producing influential research that supports decision makers at the world’s leading technology firms, investment funds, and beyond.
Dan Nishball
Director of Research, SemiAnalysis
Dan is the Director of Research at SemiAnalysis, where he leads analytical efforts across AI infrastructure and compute. With deep technical expertise and strategic insight, he leads research from transistor-level innovation to hyperscale AI deployment. Dan’s focus areas of research include Networking and Optical, AI Systems and Neocloud Systems and Economics. His work spans the full stack – producing influential research that supports decision makers at the world’s leading technology firms, investment funds, and beyond.
Articles by Dan Nishball:
-
Another Giant Leap: The Rubin CPX Specialized Accelerator & Rack
New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
-
H100 vs GB200 NVL72 Training Benchmarks – Power, TCO, and Reliability Analysis, Software Improvement Over Time
Joules per Token, TCO Per Million Tokens, MFU, Tokens Per US Annual Household Energy Usage, DeepSeek 670B, GB200 Unreliability, Backplane Downtime
-
Introduction to AI Networking Model
SemiAnalysis Webinar – July 9, 2025
-
How Oracle Is Winning the AI Compute Market
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast
-
AMD Advancing AI: MI350X and MI400 UALoE72, MI500 UAL256
Software Improvement, Marketing RDFs, AMD Fostering Neocloud, MI355 is not Rack Scale, MI400 is UALoE, Not UALink
-
AMD vs NVIDIA Inference Benchmark: Who Wins? – Performance & Cost Per Million Tokens
MI300X, MI325X, H100, H200, B200, MI355X, VLLM, SGLang, TRT-LLM, ROCm CI Lack of Coverage, Inflated AMD Rental Prices
-
AMD 2.0 – New Sense of Urgency | MI450X Chance to Beat Nvidia | Nvidia’s New Moat
Rapid Improvements, Developers First Approach, Low AMD AI Software Engineer Pay, Python DSL, UALink Disaster, MI325x, MI355x, MI430X UL4, MI450X Architecture, IF64/IF128, Flexible IO, UALink, IFoE
-
Huawei AI CloudMatrix 384 – China’s Answer to Nvidia GB200 NVL72
China Abundance of Power, 100% Optics, 0% Copper, Power Inefficiency, 2.6x lower FLOP per Watt, 14 Transceivers per Chip, Linear Pluggable Optics
-
The GPU Cloud ClusterMAX™ Rating System | How to Rent GPUs
90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRR
-
NVIDIA GTC 2025 – Built For Reasoning, Vera Rubin, Kyber, CPO, Dynamo Inference, Jensen Math, Feynman
Next Generation Nvidia Systems, Ground Up Inference Optimizations from Silicon to Systems to Software, The More You Buy The More You Make
