Senior AI Infrastructure & Economics Research Lead

Posted yesterday

s27aMillbrae (CA)

Computer and Information Research Scientists Computer Systems Design Services

SENIORITY

Lead

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About the role

Semi Analysis is expanding its coverage of neoclouds, neolabs, and AI tokenomics, and is hiring senior analysts to lead it. You will research GPU cloud providers, AI model developers, and the economics of AI compute, build the financial models behind our conclusions, and develop research views that withstand scrutiny. This role suits candidates from finance or consulting who want to study the companies building and using AI.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.