PERSON DIRECTORY
Jordan Nanos
Jordan Nanos appears in 41 indexed conversations across SemiAnalysis, Big Technology. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
41 EPISODES2 SHOWS
Language
Ep. 037 - Who's Funding the $11 Trillion AI Buildout? (Capital Markets)
SemiAnalysis estimates $11.3 trillion in cumulative AI IT and data-center CapEx for 2024-29, implying roughly $7 trillion of debt by 2029 and $1 trillion of net funding this year.Hyperscaler and NVIDIA backstops, five-year offtakes, and frontier API gross margins near 90% could support financing, but lenders still face residual-value, churn, and execution risks.