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Checked fact 109811 Oct 2026Money and compute

The video's description says Dylan Patel is founder and CEO of SemiAnalysis and Jordan Nanos is a member of its technical staff.

The exact words it rests on

Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff.

What the source said when we opened it, on 11 Oct 2026.

The source

Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos
Alex Kantrowitz (Big Technology) · 2026-10-09

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In the story

SemiAnalysis's Patel: a trillion in AI capex needs $250 billion of revenue a year 11 Oct 2026

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