SemiAnalysis
1 story · first 11 Oct · latest 11 Oct
Facts we checked
Each fact was checked against the page it links to.
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Jordan Nanos said SemiAnalysis has "tracking of $588 billion of offbalance sheet backs stops that Nvidia is supporting right now", the automatic captions' rendering of off-balance-sheet backstops (35:43 to 35:48).
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos · Alex Kantrowitz (Big Technology) · archived copy · checked 11 Oct 2026 · Cite this fact · the story
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The video's description says Dylan Patel is founder and CEO of SemiAnalysis and Jordan Nanos is a member of its technical staff.
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos · Alex Kantrowitz (Big Technology) · archived copy · checked 11 Oct 2026 · Cite this fact · the story
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Alex Kantrowitz's Big Technology Podcast published an interview with Dylan Patel and Jordan Nanos of SemiAnalysis on YouTube on 9 October 2026, titled "Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis".
Can AI Keep Growing Exponentially? Let's Ask SemiAnalysis, With Dylan Patel and Jordan Nanos · Alex Kantrowitz (Big Technology) · archived copy · checked 11 Oct 2026 · Cite this fact · the story
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