Real Alpha has cut one moment of Jordan Nanos (Member of technical staff, SemiAnalysis) talking, from an interview on Big Technology Podcast published Oct 9, 2026.
What Jordan Nanos said
Neocloud contracts differ from hyperscalers’ self-build plans
“Generally speaking, they're signing five-year, six-year term links, and they're off taking the full capacity.”
Jordan Nanos21:06
The episode
Big Technology PodcastCan AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan Nanos
Dylan Patel & Jordan Nanos · SemiAnalysis
20:45of 59:35 · Oct 9
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