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:
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Inference Race To The Bottom – Make It Up On Volume?
Mixtral Inference Costs on H100, MI300X, H200, A100, Speculative Decoding
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AMD MI300 Performance – Faster Than H100, But How Much?
MI400 Broadcom + AMD Anti-Nvidia Alliance Coming With UEC and Open XGMI
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GPU Cloud Economics Explained – The Neocloud Hidden Truth
CPU vs GPU Cloud Differences, TCO Model, PUE, Hyperscalers Disadvantage
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Microsoft Swallows OpenAI’s Core Team – GPU Capacity, Incentive Structure, Intellectual Property, OpenAI Rump State
OpenAI is nothing without its people.
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Nvidia’s New China AI Chips Circumvent US Restrictions | H20 Faster Than H100 | Huawei Ascend 910B
2024 Revenue, EPS, H20, L20, and L2 Full Specifications
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Wafer Wars: Deciphering Latest Restrictions On AI And Semiconductor Manufacturing
China's Countermove: How Beijing is Dodging New Semiconductor Restrictions
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Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
Overcoming Eroom's Law: Enabling Moore's Law in Healthcare With Potential Acquisition
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Arm and a Leg: Arm’s Quest To Extract Their True Value
Cheap If They Can Charge Qualcomm-like Royalties?
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Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration
Broadcom: The Silent Giant in AI Chip Revolution – Putting Numbers To It
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Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors
Compute Resources That Make Everyone Look GPU-Poor
