Analyst, GPU Cloud
About SemiAnalysisSemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to state-of-the-art AI Models, CUDA kernels, and GPU cloud infrastructure. We are recognized as the leading authority on AI infrastructure, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.We’re a global team of over 20 analysts & engineers, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry‑shaping articles while participating in 40+ conferences annually.Our newsletter reaches more than 200 000 subscribers worldwide, including senior management and C‑suite leaders at the leading semiconductor and AI companies.Some of industry-shaping articles are:ClusterMAX™: World’s first GPU cloud rating system with over 90%+ coverage of the market aimed to help raise the industry bar & provide guideline for customers.MI300X vs H100 vs H200 Training: Extensive Benchmarking & Deep Dive into CUDA & ROCm training developer experience & performanceTrainium2 Architecture & Networking: Deep Dive into Amazon’s new Trainium2 rack scale system & 3D torus scale up topologyFind out more here: https://semianalysis.comWe are looking for a driven and curious analyst to join our gpu cloud team. This role is a unique opportunity to sit at the intersection of business, technology, and industry intelligence, connecting directly with AI startups, frontier labs like OpenAI, and Fortune 500 enterprises. You’ll engage with executives, CIO, engineers, and researchers worldwide to understand GPU demand trends and help shape the conversation around infrastructure needs in the AI industry.This is a high visibility role that will take you to top conferences and put you in regular contact with leading voices across the ecosystem. If you love learning from others, thrive in dynamic environments, and want to help SemiAnalysis bridge the gap between technical insights and business strategy, this role is for you.What you’ll work on:Contribute to SemiAnalysis's industry leading GPU Cloud ranking system, ClusterMAX™Responsible for analyzing market dynamics across hyperscalers and both emerging and established GPU cloud providerBuild and maintain relationships with AI startups, Fortune 500 enterprises, and frontier labs like OpenAIGathering, synthesizing, and presenting GPU demand intelligence across regions, industries, and customer segmentsYour BackgroundPrior experience as a tech product manager, enterprise sales executive, or business development leadPassion for continuous learning, with the ability to navigate technical conversationsStrong networking and communication skills, with the confidence to represent SemiAnalysis externally.Ability to interact seamlessly with both technical audiences such as end users of GPUs and business stakeholders (CFOs, procurement leads).Comfortable travelling 20-40% of the time to conferences such as Oracle CloudWorld, Google Cloud Next, AWS re:Invent, and NVIDIA GTC to build connections