Teams at SemiAnalysis

Manage company devices, provisioning, lifecycle, and SaaS accounts; administer SharePoint and shared drives; implement IT security (MFA, endpoint controls); provide day-to-day support; coordinate vendors; develop IT policies, SOPs, and automation to scale internal IT operations.

Lead research on the macroeconomics of AI by authoring flagship reports, building quantitative forecasting models, integrating bottom-up semiconductor and datacenter data into macro estimates, developing LLM-driven research pipelines, performing econometric analysis, and communicating findings to investors, policymakers, and the public.

Lead coverage of how AI infrastructure is financed by analyzing lenders, structures, collateral, and credit risk. Build quantitative models, proprietary datasets, stress scenarios, and publish flagship research for investors, regulators, and industry stakeholders.