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.
32 EPISODES1 SHOW
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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.