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data analysis ai modeling semiconductors hyperscalers📋 Description
- Build a view on AI compute demand environment.
- Model how hyperscalers and frontier labs deploy hardware capex.
- Track megawatt capacity and commitments across hardware providers.
- Assess supply chain, financing, and macro factors affecting spend.
- Define the hardware-architecture landscape and shifts.
- Leverage AI tools and data agents for deeper analysis.
🎯 Requirements
- 5+ years in buy-side/sell-side or independent research on AI infra.
- Experience covering semiconductors or hyperscaler markets.
- AI-native: Claude or equivalent tools.
- Economics of inference at scale and related workloads.
- Ability to build rigorous models of complex real-world systems.
🎁 Benefits
- 4–6 week full-time consulting engagement with option to continue on retainer.
- Opportunity to influence early-stage AI compute investments.
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