Big Technology Podcast·
Dylan Patel and Jordan Nanos on why the AI buildout can't slow yet
Dylan Patel & Jordan Nanos· CEO and technical staff
SemiAnalysis's Dylan Patel and Jordan Nanos argue the AI buildout is larger than the headline charts show, that its growth must decelerate by arithmetic even as demand still outruns supply, and that the real risks sit in financing, concentration, and the insecure clouds underneath.
AI InfrastructureGPUInferenceBusiness Strategy
