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Jordan Nanos

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SemiAnalysisanalyst

Interviews

SemiAnalysis's Jordan Nanos on hyperscaler IT asset life extension, GPU depreciation, and Microsoft's Azure strategy

SemiAnalysis ClusterMAX 2.0: CoreWeave leads, FluidStack debuts gold, AWS networking is a debugging nightmare

SemiAnalysis ClusterMAX 3.0: CoreWeave still the gold standard, Nebius reaches platinum, and why reliability gaps between neo clouds span minutes to days