Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
Big Technology Podcast

Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos

B2Upper-intermediateOctober 7, 20261 hr 2 min
  • Interview
  • Technology

Dylan Patel is founder and CEO of SemiAnalysis, Jordan Nanos is a member of its technical staff. Patel and Nanos join Big Technology to discuss whether AI’s massive infrastructure buildout can justify the trillions of dollars being spent on compute. Tune in to hear how big the boom could get, where the revenue needed to support it will come from, and what it could mean for knowledge work and the broader economy. We also cover Nvidia’s role in financing AI infrastructure, the economics and security of neoclouds, Anthropic’s potential IPO, Oracle’s AI bet, and whether frontier...

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How big does AI have to get to justify the trillions in infrastructure spending? Let's talk about it with the leading authorities from semi-analysis right after this. This episode is brought to you by Genesis. What does it actually take to put a Gentec AI to work across an entire

0:15

enterprise? I recently spoke with Genesis chairman and CEO Tony Bates about why orchestration is emerging as a competitive advantage in customer experience and what companies need to get right in the AI era.

0:27

Then I sat down with Adam Mitchell, head of enterprise business solutions at Voya Financial to go inside a large scale, agentic CX transformation, including the business decisions, tradeoffs, and lessons along the way. You can watch both conversations now on my YouTube channel today.

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