SemiAnalysis Weekly cover image

Feb 19, 2026 - InferenceX (Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos)

SemiAnalysis Weekly

00:00

Cost Modeling and TCO Analysis

Cam and Bryan describe the TCO model that converts throughput into cost-per-million-token estimates.

Play episode from 28:31
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app