Doug O'Laughlin, President of SemiAnalysis

When

Wednesday, February 18, 2026 · 4:30-5:30pm

Where

Aldrich 110

Speaker

Doug O'Laughlin · SemiAnalysis

Join Doug O'Laughlin, President of SemiAnalysis, for a discussion on the strategy and economics of the AI infrastructure build-out. We will analyze the flow of capital across the supply chain — CapEx spending, the shift from training to inference, and the impact of custom silicon — plus physical constraints like power and energy capacity, the “Death of Software 2.0,” and whether the current market is a bubble or the early innings of a new cycle.