Jordan Nanos
@JordanNanos • 4,048 subscribers
Member of Technical Staff @SemiAnalysis_
Videos
SemiAnalysis Weekly Ep. 016 - Unitree IPO This week we dig into humanoids, Unitree and the future of robotics. With reyk knuhtsen and Niko Timestamps: 00:00 — Intro, deployment reality vs. hype 02:39 — Unitree Business: why go public, margins, pricing 05:48 — Parallels to DJI and BYD, economies of scale as China's moat 16:52 — When is the Claude Code moment for robotics 18:38 — Real use cases and future demand shocks 26:39 — Shenzhen and the humanoid BOM 35:56 — The bear case: who actually buys them? 42:17 — Can the US compete?
Jordan Nanos25,006 просмотров • 2 месяцев назад
Ranking AI Machines with ClusterMAX A recording of a talk for the Future of Benchmarks workshop at ISC Hamburg this year Timestamps: 00:18 - Intro to ClusterMAX 7:40 - Neoclouds are the future of supercomputing 10:42 - Chart #1: Global "H100 Equivalent" Install Base 15:25 - Chart #2: TOP500 vs Hyperscalers 18:36 - Chart #3: Top500 vs Neoclouds 20:26 - What makes a good Neocloud?
Jordan Nanos16,156 просмотров • 2 месяцев назад
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