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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
Who's gonna train people to repair a Cerebrous waferscale engine in their two hundred and fifty megawatts of compute they're bringing on in the next couple of years?
Well, it's it's it's them.
They need to build that capability in in-house.
And frankly, I think they're gonna realize a bunch of benefits to their margin profile for doing this instead of having this like stack of other people that you depend on.
Do it all yourself.
I mean, do it end to end.
AWS, Google, they already prove you can do this with TPU and train them.
Um, I think this chip startups are gonna do that as well.
Interesting.
And then last common throwaway is just that
There are lots of crypto miners to unlock and there's also these like legacy clouds that haven't gotten into GPUs.
I'm thinking about
Cloudflare should be unlocked, Akamai, we just saw Iron Mountain, the guys who do all the tape backup, they're gonna do GPUs.
I mean, all of these companies that have experience running data centers, why not run GPU data centers too?
You should be getting into this as well.
So
Just gonna keep seeing more and more people take this seriously and try to make money off it.
For the guys who play it well, it seems like they basically partner with NVIDIA on the way up and then they start partnering with others to get some negotiation leverage and and they do both.
But you gotta be big to do that.
And um so people who try to do this from the start, I don't see them being as successful because you need that partner to help you grow to start.
Showing 141–160 of 175 · page 8 of 9
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