Alex Kantrowitz

Alex Kantrowitz

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

Oct 9, 2026 · 0:59:35

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✨ AI Summary

Dylan Patel and Jordan Nanos discuss AI's exponential growth and infrastructure spending.
They explore the potential boom size, revenue sources, and economic impact.
Nvidia's role in financing AI infrastructure and its economic implications are covered.

Guests on This Episode

DP

Dylan Patel

6 podcast appearances

JN

Jordan Nanos

1 podcast appearance

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