Research Analyst - AI Utilization

About SemiAnalysis

SemiAnalysis is an independent research and analysis firm specializing 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 recognized 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 are expanding our team to deepen our coverage of the broader AI ecosystem and its impact on real-world industries. This is an opportunity to join a fast-growing, intellectually rigorous, and globally recognized team that influences strategic decisions at the highest levels. At SemiAnalysis, you’ll work directly with senior analysts and decision-makers across financial markets, hyperscalers, energy companies, and governments. Our culture is collaborative, flat, and fast-paced—offering the chance to shape high-impact research in a space undergoing unprecedented technological disruption.

Position Overview

We’re hiring a AI Tokenomics Analyst to deepen our research into the economics of AI. We’re looking for someone with a passion for understanding the cutting edge of model architecture developing combined with the most advanced hardware systems used to serve those models. Our goal is to provide the economic and investment framework for investors, corporate capital allocators, and policymakers in understanding the economic value of AI and the actual cost curve of AI tokens and software forecast into the future.

You will directly contribute to the development of our Tokenomics model, which is a holistic AI demand forecasting model that will be used by corporates, sovereigns, and investors across all industries and countries looking to capitalize on the economic value of deploying AI systems to produce new products and automate large swathes of the global intelligence economy.

What You'll Do

• Evaluate model architecture trends and innovations from the major AI research labs and the academic community that will have meaningful economic impact on the deployment of AI systems used in training and inferencing models.
• Develop a comprehensive internal model for simulating training and inference efficiency across different combinations of model architecture, hardware systems, inference KPIs (ie SLA/SLOs on throughput, time-to-first-token, context window, etc.), and simulated workloads (coding, chat, document, image, etc.)
• Diligence existing and up-and-coming companies incorporating model tokens into their products, from startups to hyperscalers, across all industries and types of workloads.
• Combine the multidisciplinary approach of SemiAnalysis to forecast the impact of changes in model architecture and hardware on the future of AI economics

What We're Looking For

• Undergrad/Masters/PhD in ML/AI or CS with focus on ML/AI
• Self-taught, motivated analysts with strong technical background in inference economics
• Deeply analytical economic researchers with a strong desire to pioneer the study of a brand new industry

Why SemiAnalysis?

• Join the fastest moving research thought leader in AI and semiconductors. We shape the views of top-tier investors and our analysis actively helps and inform the broader industry up and down the semiconductor and AI value chain. We offer competitive compensation and a culture that prizes intellectual honesty over hierarchy.