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Kang Wen Cheang is an analyst at SemiAnalysis who focuses on the economics of AI Clouds and GPU infrastructure. His research involves Total Cost of Ownership (TCO) modeling, performance-per-TCO analysis, and business case analysis. Before joining the company, he worked in global markets and investment analysis, developing a quantitative approach. He graduated Summa Cum Laude from Singapore Management University with a degree in Accounting and Business Management.