Jordan Nanos
speaker
175 appearances
1 recordings
1 series
first heard Sep 2026
last heard 2d ago
Jordan Nanos’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
So do these guys want to wait and think about their network for four months, waiting for that new feature for KV cache offloading to be supported?
People get frustrated and so they want the NVIDIA standard.
entered on the networking and it's this balance between like a proper design up front.
While also having the skill set on the team to be able to set things up, make upgrades to software, to firmware, support people with what they're trying to do.
And um reliability plays into this too.
If you're constantly having hardware failures, like I said before, all of a sudden jobs are failing, they're not finishing, researchers are getting frustrated.
So
I think reliability un underpins a lot of that, but software support, network design, even storage can really affect performance as well.
They're serving this middle tier of the market.
Core weave has set the standard.
I mean, they are the best in terms of technology.
This reliability stuff I'm talking about, they just have so much data for monitoring.
I mean, these guys deploy ten thousand GPUs a week at the peak when they're like building data centers and
So that you know, that's incredible.
But like their balance sheet is full.
They've there's only so
Many people that you can marshal and resources to build out another gigawatt when they're going to one point five and beyond.
So Nebbius has really capitalized on this middle tier of the market, which is not small.
Like I said, this is customers who are coming to us and saying, Hey, I saw you write such good things about Core Weav.
I just have a hundred million dollars.
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