AI Infrastructure Credit Research Analyst

Employment Type: Full-TimeWork Setting: In-office/Remote Work Location: United States/RemoteWork Hours: Office hours Find out more here: 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 a global team of analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually. Our newsletters reach more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies. We also offer three core products: Industry Models – we develop and publish industry models on accelerator shipments, datacentre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies. Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends. Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies. Position Overview SemiAnalysis is seeking an AI Infrastructure Credit Research Analyst to lead our coverage of how the global AI infrastructure buildout is financed. This role will examine who is providing capital, how financing arrangements are structured, the terms attached to that capital, and where the underlying financial risk ultimately sits. The analysis will combine SemiAnalysis ’s proprietary datacenter and semiconductor supply chain data with detailed balance-sheet, credit, and financial intermediation research. The successful candidate will build the firm’s coverage of AI infrastructure credit from the ground up, producing definitive research for credit investors, limited partners, financial institutions, regulators, and other market...

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