SemiAnalysis 创始人兼首席分析师，该机构专注半导体、AI 算力与数据中心经济学。他是关于 AI 扩展硬件瓶颈最常被引用的独立声音之一。
Founder and chief analyst of SemiAnalysis, the closely-followed research firm covering semiconductors, AI compute, and datacenter economics. One of the most-cited independent voices on the hardware bottlenecks to scaling AI.