{"id":2785457,"url":"https://alion.io/job/semianalysis-software-engineer-ai-tco","title":"Software Engineer, AI TCO","company":{"id":13381,"name":"Semianalysis","domain":"semianalysis.com","url":"https://alion.io/company/semianalysis","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Backend","role_family":"Backend","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US","CA"],"hiring_countries_total":2,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Edge AI","optional":false},{"name":"Python","optional":false},{"name":"Tokenomics","optional":false},{"name":"TPU","optional":false},{"name":"TypeScript","optional":false},{"name":"JavaScript","optional":true},{"name":"Next.js","optional":true},{"name":"React.js","optional":true}],"status":"live","first_seen_at":"2026-10-17T11:33:00Z","employer_posted_date":null,"last_verified_at":"2026-10-17T11:33:00Z","board_verified":false,"closed_at":null,"days_open":1,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":1},"description":"Employment Type: Full-TimeWork Setting: United States / Canada\nWork Location: RemoteWork Hours: Office hours\nFind out more here: \n\nAbout SemiAnalysis\nSemiAnalysis 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.\nWe 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.\nOur newsletters reach more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.\nWe also offer three core products:\nIndustry 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.\n\nCore 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.\n\nConsulting 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.\n\nPosition OverviewWe’re hiring a Software Engineer to build and support the dashboards that deliver our institutional models to clients. Our clients use these dashboards to decide what to buy, what to charge, and what to finance. Every dashboard must be as accurate and reliable as the models behind it.\nYou will work directly with the analysts who build our models across three dashboards:\n\nTCO dashboard: Presents our AI Cloud TCO Model, covering the cost of buying, housing, powering, and financing GPU clusters. It calculates cost per GPU-hour and compares it with rental prices across NVIDIA, AMD, Google TPU, and custom accelerators.\n\nTokenomics dashboard: Presents our AI Tokenomics Model, tracking revenue, token prices, compute spending, and margins at AI labs and clouds.\n\nCCM dashboard: Presents our Compute Capital and Markets Model, tracking AI financing deals and debt, GPU rental prices, funding costs, and token return benchmarks across neoclouds, hyperscalers, and AI labs.\n\nThis is a full-time, remote software engineering role. You will write code that turns our models into dashboards clients can trust while learning the economics of AI infrastructure. Our team uses AI coding agents every day, and we expect you to use them effectively and check their work.\nResponsibilities\nHelp launch the TCO dashboard, then build new views and features across all three dashboards.\n\nLoad new model releases into the dashboards and develop checks to identify errors before clients see them.\n\nCollect and validate data, including component prices, power costs, GPU rental prices, and token prices, while maintaining clear sources.\n\nWork directly with analysts to translate model outputs into accurate, reliable dashboards.\n\nLearn the models well enough to answer client questions about the numbers.\n\nTurn results into charts and short written explanations.\n\nContribute to newsletter articles, with opportunities for direct authorship.\n\nRequirements\nA degree in Computer Science, Software Engineering, Computer Engineering, or a related field.\n\nStrong Python or TypeScript skills.\n\nSoftware engineering experience.\n\nDemonstrated interest in AI hardware, datacenters, or technology markets through projects, coursework, or work.\n\nAbility to use AI coding agents effectively and verify their output.\n\nStrong attention to numerical accuracy.\n\nAbility to learn quickly and revise work based on feedback.\n\nA self-driven approach and pride in the quality of your work.\n\nPreferred SkillsExperience with React or Next.js.\nGrowth Areas\nDevelop expertise in AI infrastructure economics, including GPU cluster costs, cloud pricing, token economics, and financing.\n\nDeepen your understanding of how institutional models inform client decisions.\n\nBuild experience explaining technical and financial results to clients.\n\nDevelop research and writing skills through newsletter contributions, with opportunities for direct authorship.\n\nSemiAnalysis LLC participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information, visit .\n\nE-Verify Poster: \n\nRight to Work Poster: \n\nOriginally posted on Himalayas","description_format":"text","description_chars":4882,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"Canada","iso":"CA","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Market Research"],"lifecycle":[{"event":"open","at":"2026-10-17T14:28:30Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":27,"reasons":["seen:1","win:early"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/semianalysis-software-engineer-ai-tco","json_url":"https://alion.io/job/semianalysis-software-engineer-ai-tco.json","meta":{"generated_at":"2026-10-19T11:30:25Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8115,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":13381},"rest":"https://alion.io/mcp/rest/get_company?id=13381"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsemianalysis-software-engineer-ai-tco"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fsemianalysis-software-engineer-ai-tco"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fsemianalysis-software-engineer-ai-tco"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/semianalysis-software-engineer-ai-tco\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsemianalysis-software-engineer-ai-tco"}]}