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.
Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
Alex KantrowitzDylan PatelJordan Nanos
SemiAnalysis estimates next-year US AI infrastructure spending near $2 trillion, or 5–6% of a $30-trillion-plus economy, including capacity for overseas inference demand.Hyperscaler capex grew 116% year over year in Q3 2026, but demand exceeds supply; returns depend on six-year GPU and 15-year data-center lives, while neo-cloud security and internal model use remain risks.
Ep. 035 - Tech DD’s, Performance Projections, Supply Chain, Investment Thesis (Consulting)
SemiAnalysis Consulting is turning bespoke AI-infrastructure diligence into scalable products, including a token-supply simulator linking chip deployment, workload allocation, throughput, and token pricing.NeoCloud underwriting centers on contractual survivability: 99.9% availability expectations, sub-90% performance, and mismatched 15–20-year leases versus five-year GPU contracts can threaten financing and trigger remedies, while capacity timelines determine whether clients build or lease.
Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline
Jordan NanosJeremie Eliahou OntiverosJoey BrookhartCrystal Huang
AWS’s margins are rising while it adds more than a gigawatt of capacity per quarter, signaling a shift toward higher-margin Bedrock token sales.Claude represents an estimated 80%-93% of Bedrock usage, while Anthropic’s API-led growth reaches $47 billion ARR.Whether this operating leverage survives stabilized utilization, coding-token cuts, and the SpaceX/xAI capacity deal remains the key risk.