Person
Jordan Nanos
3 documents in the archive.
Appearances newest first
Ep.033: 77 providers ranked; Nebius joins CoreWeave platinum; Google gold; Azure/AWS down; GPU-hour backwardation; NVDA backstop ~$588bn→$2tn; SLAs.
Emergency ep on Amodei pacing: OpenAI CoT monitoring ~20% of rollup compute; safety spend likely raises, not cuts, infra demand; HF as shot across bow. [asr]
Metadata-only capture of SemiAnalysis Weekly Ep. 030: Myron Xie and Jordan Nanos on Rubin Ultra shipping 192GB HBM versus a 1TB preview, supply-driven decontenting, and why less memory per chip can still be the right call.