Feb 12, 2026 - Claude Code, Memory Mania, CPUs are Back (Jordan Nanos, Doug O'Laughlin, Myron Xie)
SemiAnalysis Weekly
00:00
Attach rates, monetization and cloud metrics
Hosts emphasize attach-rate heuristics, gigawatt monetization, and Jensen's memory framing for GPUs.
Play episode from 47:42
Transcript
