PERSON DIRECTORY
Alex Kantrowitz
Host of Big Technology. Alex Kantrowitz appears in 1 indexed conversation across Big Technology. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
Alex KantrowitzDylan PatelJordan Nanos
SemiAnalysis estimates next-year US AI infrastructure spending near $2 trillion, or 5–6% of a $30-trillion-plus economy, including capacity for overseas inference demand.Hyperscaler capex grew 116% year over year in Q3 2026, but demand exceeds supply; returns depend on six-year GPU and 15-year data-center lives, while neo-cloud security and internal model use remain risks.