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Jordan Nanos

SemiAnalysis Member of Technical Staff leading ClusterMAX; ex-HPE Distinguished Technologist

Every podcast episode featuring Jordan Nanos that Attunex has found — 31 featured appearances across 2 shows, each with an on-device transcript and summary. Follow Jordan in Attunex to get new appearances automatically.

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  1. Ep. 028 - Most Neoclouds Suck At Security: How Agents Hacked Hugging Face (Neoclouds, Security) | Doug O'Laughlin, Sam Harshe, Jordan Nanos
    SemiAnalysis Weekly
    2026-09-02
  2. Ep. 027 - OpenAI Jalapeño: Better Than Nvidia Blackwell (Accelerators)
    SemiAnalysis Weekly
    2026-08-30
  3. Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy) | Robert Boswall, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-20
  4. Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
    SemiAnalysis Weekly
    2026-08-17
  5. Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-09
  6. Ep. 023 - Everyone Leaves Google, Elon Forecasts 1T ARR, Reflecting On GPT-5, Building Personalized Software (Roundtable) | Jon Y, Doug O'Laughlin, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-07
  7. Ep. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)
    SemiAnalysis Weekly
    2026-07-29
  8. Ep. 021 - The AI Project Trinity: Capital, Offtake, Data Center (Datacenter, Energy) | Dan Nishball, Jordan Nanos, Zane Fong, Kang Wen Cheang
    SemiAnalysis Weekly
    2026-07-23
  9. Ep. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics) | Crystual Huang, Max Kan, Joey Brookhart, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-18
  10. [Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model
    SemiAnalysis Weekly
    2026-07-18
  11. Ep. 019 - Inside the STEEL Lab: From Package to Transistor (Teardown Lab) | Afzal Ahmad, Andrew Wagner, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-16
  12. Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-09
  13. Ep. 017 - DeepSeek V4 and Huawei Ascend NPU Performance (InferenceX) | Kimbo Chen, Cam Quilici, Bryan Shan, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-01
  14. Ep. 016 - What Unitree's Evolution Means For Robotics (Robotics) | Jordan Nanos, Reyk Knuhtsen, Niko Ciminelli
    SemiAnalysis Weekly
    2026-06-23
  15. Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
    SemiAnalysis Weekly
    2026-06-15
  16. Ep. 014 - Finding Miscompiles For Fun, Not Profit (AI Infrastructure) | Justin Lebar & Jordan Nanos
    SemiAnalysis Weekly
    2026-06-04
  17. Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang
    SemiAnalysis Weekly
    2026-06-01
  18. Ep. 012 - Cerebras IPO: 1,100 Tokens Per Second vs GPU's 500 (AI Cloud TCO) | Jordan Nanos, Howie , Myron Xie
    SemiAnalysis Weekly
    2026-05-15
  19. Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics) | Jordan Nanos, Dylan Patel, Doug O'Laughlin, Max Kan
    SemiAnalysis Weekly
    2026-05-06
  20. Ep. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane Fong
    SemiAnalysis Weekly
    2026-05-01
  21. Ep. 009 - Using Open Source Data To Drive Investment Decisions (ChipBook) | Chaim Eisenberg, Simi Sherman, Jordan Nanos
    SemiAnalysis Weekly
    2026-04-19
  22. Ep. 008 Claude Code Psychosis: How SemiAnalysis Is Token Mogging Meta | Dan Nishball, Sam Harshe, Jordan Nanos
    SemiAnalysis Weekly
    2026-04-10
  23. Ep. 007 - The 3 Choke Points Killing the AI Boom (Core Research) | Nick Doyle, Nigel Chiang, Konrad Wang, Jordan Nanos
    SemiAnalysis Weekly
    2026-04-03
  24. Ep. 006 - The AI Silicon Shortage Explained (AI Supply Chain & Fabs) | Sravan Kundojjala, Ivan Chiam, Jordan Nanos
    SemiAnalysis Weekly
    2026-03-27
  25. Ep. 005 - Measuring AI's Impact On The Market (Memory, Tokenomics, Macro) | Ray Wang, Malcolm Splitter, Joey Brookhart, Jordan Nanos
    SemiAnalysis Weekly
    2026-03-13
  26. Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin
    SemiAnalysis Weekly
    2026-03-05
  27. Ep. 003 - Deep Dive on NVIDIA Vera Rubin VR NVL72 (AI Supply Chain) | Jordan Nanos, Myron Xie, Copper Wei (Wega), Howie
    SemiAnalysis Weekly
    2026-02-26
  28. Ep. 002 - InferenceX 2.0 Release (Technical Staff) | Cam Quilici, Bryan Shan, Doug O'Laughlin, Jordan Nanos
    SemiAnalysis Weekly
    2026-02-19
  29. Ep. 001 - Claude Code, Memory Mania, CPUs are Back | Jordan Nanos, Doug O'Laughlin, Myron Xie
    SemiAnalysis Weekly
    2026-02-13
  30. Rage Baiting is for Losers, Everett Randle’s 5x Controversy | Jordan Nanos, Brian Halligan, Dr. Fei-Fei Li, Scott Sanders, Jeremy Allaire, Vladimir Novakovski, Andrew D'Souza, Parag Agrawal
    TBPN
    2025-11-12
  31. Silicon Valley vs The Vatican, Bryan Johnson’s Shroom Trip | Soren Monroe-Anderson, Jeff Miller, Kaz Nejatian, Paul Needham, Jordan Nanos, Isaiah Taylor, Hayden Adams, Grant Lee
    TBPN
    2025-11-11