Presentation: From Fab To Token - The State Of The Market
Jordan Nanos discusses how semiconductor constraints, data center expansion, and networking bottlenecks impact AI software architecture. Drawing from SemiAnalysis research, he shares insights on benchmark performance, GPU scaling, and tokenomics from chip fab to model inference. By Jordan Nanos
Jordan Nanos, a Member of Technical Staff at SemiAnalysis and former Distinguished Technologist at HPE, presented a talk titled "From Fab to Token - The State of the Market" at QCon AI. The presentation aimed to explore how understanding the hardware can inform the development of great software and vice versa. SemiAnalysis is a semiconductor and AI research firm that provides research products to investors and industry companies.
The company attends over 100 conferences annually to stay updated on industry trends. The primary focus of Nanos' talk was to analyze the market constraints and identify potential choke points in the AI ecosystem.
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