Jordan Nanos
PersonHeard in 6 episodes across 2 shows since Sep 2026
Jordan Nanos is a Member of Technical Staff at SemiAnalysis, where he researches AI infrastructure and contributes to ClusterMAX. He is known for analysis of data-center, accelerator, and neocloud technologies.
Episodes
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Mentions of Jordan Nanos per 1,000 mentions of anything, 7-day rolling, across the podcasts PodLume Trends follows.
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| Day | Share (7-day) | Mentions |
|---|---|---|
| Sep 17 | 0.03‰ | 1 |
| Sep 24 | 0.03‰ | 1 |
| Sep 25 | 0.08‰ | 2 |
| Sep 28 | 0.11‰ | 1 |
| Oct 7 | 0.05‰ | 2 |
What Jordan Nanos has said on podcasts
10 statements
AI infrastructure growth will hit limits by the end of next year.
“we're definitely going to hit limits towards the end of next year”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 6:14
Triple-digit AI infrastructure growth cannot accelerate indefinitely because resources run out.
“you can't just have triple digit growth and accelerate the second derivative even further from where it is right now. You run out of things.”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 7:40
Large NeoClouds and hyperscalers will struggle to raise capital for further expansion.
“it becomes pretty hard for them to raise the capital”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 8:04
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
6 episodes featuring Jordan Nanos, newest first
- Oct 7, 2026
AI infrastructure bets face a trillion-dollar revenue testBig Technology PodcastOct 7, 2026Guest - Sep 28, 2026
AI agents push commerce, infrastructure and taste into new territoryTBPNSep 28, 2026 - Sep 25, 2026
AI buildout collides with gambling, rates and real-world riskTBPNSep 25, 2026 - Sep 25, 2026
Microsoft tests whether enterprise reach can beat AI-agent rivalsTBPNSep 25, 2026 - Sep 24, 2026
Meta bets personal AI can make glasses everyday computersTBPNSep 24, 2026Guest - Sep 17, 2026
Smart glasses face a usefulness test beyond smartphonesTBPNSep 17, 2026