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.
Stop Saying Half of 2026 US Datacenter Capacity Is Canceled
Jeremie Eliahou OntiverosReyk KnuhtsenEllie HolbrookJordan Nanos
The claim that half of 2026 US data-center capacity was canceled fails a denominator check: SemiAnalysis says early-stage options were mistaken for committed builds, while its forecasts moved less than 5%.The sharper bottleneck is execution at financed projects such as Oracle’s Project Jupiter, supporting more than 40 GW of behind-the-meter additions by 2028 but leaving gas, permits, equipment, and schedules as catalysts and risks.
Ep. 015 - DG Matrix on 800V DC vs Legacy AC in Data Centers
Jordan NanosJeremie Eliahou OntiverosNicolas BontiguiHaroon Inam
AI rack density is pulling data centers toward 800 V DC, which can deliver almost triple the power through the same copper while reducing conductor weight, cost, and I²R losses.DG Matrix’s multi-port SST roadmap targets 400 kW units today, 6 MW in 2027, and 10 MW in 2028, but adoption timing, mixed hardware, protection requirements, grid bottlenecks, and cybersecurity remain material execution risks.
Ep. 004: The Impact of AI Datacenters on Consumer Power Costs
Jordan NanosDoug O’LaughlinJeremie Eliahou Ontiveros
PJM’s 15–20% electricity-bill spikes are presented mainly as a market-design failure: a once-yearly auction and forecast lag collided with new load, while supply accreditation cuts removed roughly 40 GW, including 14 GW from methodology changes.Custom tariffs and long-term minimum-demand agreements such as Oracle’s Michigan deal can keep underused infrastructure costs off ratepayers, while Anthropic’s accelerating ARR and disputed model-specialization thesis broaden the infrastructure and application-layer stakes.