Person · appeared on 2 episodes
Semiconductor and AI analyst at SemiAnalysis, an AI and semiconductor research firm, working on semiconductors, AI and cybersecurity.
SemiAnalysis Weekly · 4 Nov · host
SemiAnalysis Weekly · 3 Nov · host
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SemiAnalysis Weekly· 4 Nov
Jordan Nanos says datacenter tax incentives are likely to go away quickly because demand is so high that local governments and states no longer need to offer them.SemiAnalysis Weekly· 3 Nov
Jordan Nanos says the pace of model releases is relentless and getting faster as labs improve post-training and data mixes.