Senior AI Infrastructure & Economics Research Lead

SemiAnalysis; San Francisco (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and we are hiring senior analysts to lead it. You will research GPU cloud providers, AI model developers, and the economics of AI compute, build the financial models behind our conclusions, and develop research views that withstand detailed scrutiny.

This role suits candidates from finance or consulting who want to study the companies building and using AI.

Qualifications

• Experience owning research, financial analysis, or commercial diligence.
• Typically three or more years of relevant experience.
• Ability to build a financial model from incomplete data and explain its key assumptions.
• Clear writing, and the ability to defend a conclusion in a detailed discussion.
• Interest in AI, and willingness to learn how technical constraints affect costs and business results.

Responsibilities

• Own company and sector research from the initial question through publication or a client presentation.
• Build and maintain financial models using explicit assumptions, sources, and downside cases.
• Analyze GPU rental economics, utilization, capex, depreciation, financing costs, and contract terms.
• Evaluate AI lab business models, compute spending, funding needs, and product economics.
• Forecast AI demand from workload volumes, usage patterns, prices, and costs.
• Interview executives, customers, suppliers, and industry specialists; verify claims against evidence.
• Use ClusterMAX findings to assess commercial implications with the technical team.
• Write research that states a conclusion, explains the evidence, and identifies unknowns.
• Lead client discussions and review junior analysts’ models and written work.

Skills

Financial analysis

Research

Independent judgment

Tools

Python

SQL

Excel/Sheets

Job description

SemiAnalysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and we are hiring senior analysts to lead it. You will research GPU cloud providers, AI model developers, and the economics of AI compute, build the financial models behind our conclusions, and develop research views that withstand detailed scrutiny.

This role suits candidates from finance or consulting who want to study the companies building and using AI.