AI Infrastructure Economics Analyst (GPU Cloud)

Socket.dev

San Francisco (CA)

Hybrid

USD 60,000 - 90,000

Full time

3 days ago

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Job summary

SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics and is hiring junior analysts to research GPU cloud providers, AI model developers, and the economics of AI. You will build company datasets, update financial models, and write research alongside senior analysts.

We welcome recent graduates and early-career candidates from finance, consulting, economics, accounting, or other analytical fields.

Qualifications

Proficient with spreadsheets and basic accounting concepts.
Ability to read and interpret financial statements and notes.
Clear writing and strong source documentation.
Demonstrated interest in AI, technology markets, or business economics.
Willingness to learn unfamiliar concepts and revise work after feedback.

Responsibilities

Build and maintain company profiles and datasets with sources and dates.
Read disclosures, financial statements, pricing pages, and technical material.
Reconcile conflicting figures and distinguish announced, contracted, and installed capacity.
Build spreadsheet models for revenue, costs, cash flow, and unit economics.
Update assumptions when new evidence changes an estimate.
Draft questions for interviews and record evidence.
Work with technical staff to understand benchmark implications for costs and economics.
Draft notes and charts, explain calculations, and flag uncertainty.
Support consulting projects with company comparisons and market research.