WM

Wayne Ma

SemiAnalysis
1podcast episodes2026years
OFTEN APPEARS WITH
JNJordan Nanos×1JEJeremie Eliahou Ontiveros×1MBMaya Barkin×1

Podcast appearances

1 episodes · newest first
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20261 episodes
SemiAnalysisNov 2026How the Midterms Could Reshape the 2028 Data Center BuildoutHost: Jordan Nanos · With: Maya Barkin, Jeremie Eliahou OntiverosInfrastructure & deploymentEnergyAI cost & performanceGuestEN