Dan Nishball

Dan Nishball is the Director of Research at SemiAnalysis, where he leads analytical efforts concerning AI infrastructure and compute. His primary research areas include AI networking, AI systems, and the economics of cloud deployments. Nishball specifically oversees the AI Cloud TCO model, which analyzes GPU rental economics and token costs for training and inference. He also leads the AI Networking model, which provides a quantitative forecast of spending on cluster components like switches, transceivers, and cables.