Technical Consultant

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Semi Analysis is an independent research and analysis firm specialising in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognised as the leading authority on the semiconductor supply chain, 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 50 analysts, 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.

We also offer three core products:

• Industry Models – we develop and publish industry models on accelerator shipments, data centre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.
• Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends.
• Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.

We are seeking a Technical Consultant to join our team working on Cluster MAX™, the industry standard GPU Cloud rating system. We are hiring at all experience levels with competitive compensation.

• Lead Cluster MAX™ consulting engagements, including technical due diligence projects related to neoclouds, AI accelerators, AI infrastructure, AI labs, and adjacent ecosystems.
• Translate Cluster MAX™ benchmarking and testing insights into actionable recommendations and investment decisions for clients.
• Contribute to the development of next-generation benchmarking methodologies, TCO analysis frameworks, and future Cluster MAX™ research initiatives.
• Collaborate with executives, engineers, and technical teams across major neocloud providers, including Amazon Web Services, Microsoft Azure, Google Cloud, Oracle, Core Weave, Nebius, Crusoe, Lambda, and Together.
• Build and maintain relationships with AI accelerator manufacturers, OEMs, and ecosystem partners, including NVIDIA, AMD, Intel, Google, Amazon, Cerebras, Groq, Dell Technologies, Hewlett Packard Enterprise, Lenovo, and Cisco.
• Strengthen relationships with AI labs, investors, startups, and technical communities to better understand industry requirements and operational challenges.
• Author detailed technical research reports evaluating architecture design, benchmark performance, reliability, scalability, and operational usability of neocloud and AI infrastructure providers.
• Stay informed on emerging trends and technologies through participation in major industry conferences such as NeurIPS, MLSys, NVIDIA GTC, OCP, SC, and Hot Chips.

• Strong understanding of ML frameworks such as PyTorch and JAX.
• Familiarity with GPU and TPU cluster environments running orchestration platforms such as Kubernetes or Slurm.
• Understanding of distributed storage technologies including Weka, VAST, Lustre, and S3-based storage systems.
• Knowledge of high-performance networking technologies such as Infini Band and RoCEv
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• Understanding of ML systems benchmarking and performance testing tools, including GEMMs, nccl-tests, vLLM,…