PERSON DIRECTORY
Jordan Nanos
Jordan Nanos appears in 32 indexed conversations across SemiAnalysis. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ep. 033 - 300 Data Center Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy)
Maya BarkinReyk KnühtsenJordan NanosJeremie Eliahou Ontiveros
Mapping 400+ local instruments against 3,500 projects finds 300+ moratoriums but only three projects actively affected: AWS, NorthPoint, and CoreSite.Roughly 80% of live restrictions have no capacity behind them, leaving the forecast unchanged and making behind-the-meter power more attractive; New York delays roughly 800MW by 6–10 months, while an off-grid-blocking Texas-scale ban is key risk.
Ep. 026 - PJM's $12B Modeling Mistake Is Hitting Ratepayers Again (Datacenter, Energy)
PJM’s capacity-auction modeling—not data-center demand alone—is estimated to have made $12B of the $63B spent across its last four auctions avoidable.Constrained supply, “endless summer” demand assumptions, and pay-as-clear pricing amplify marginal scarcity across 66 million people, while a September or October emergency auction could commit up to $21B through 2042–43 if data-center load fails to arrive.