AI Infrastructure & Economics Research Analyst (Hybrid)

SemiAnalysis; San Francisco (CA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and we are 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

• Typically zero to three years of relevant experience.
• Comfort with spreadsheets, basic accounting, percentages, and financial statements.
• Ability to explain a calculation and check its units.
• Clear writing, and care with source records.
• Evidence of interest in AI, technology markets, or business economics through reading, coursework, projects, or work.

Responsibilities

• Build and maintain company profiles and datasets with source links and dates.
• Read company disclosures, financial statements, pricing pages, and technical material.
• Reconcile conflicting figures, and distinguish announced, contracted, installed, and available GPU capacity.
• Build spreadsheet models for revenue, operating costs, cash flow, and unit economics.
• Update assumptions when new evidence changes an estimate.
• Prepare questions for company and customer interviews, record the evidence, and follow up on missing information.
• Work with technical staff to understand benchmark results and implications for costs and provider economics.
• Draft research notes and charts, explain calculations, and flag uncertainty.
• Support consulting projects with company comparisons, market research, and financial analysis.

Skills

Spreadsheets

Accounting basics

Percentages

Explain calculations

Writing skills

AI interest

Curiosity

Data analysis

Python (optional)

SQL (optional)

Tools

Python

SQL

Job description

SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and we are 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.