Presentation: From Fab To Token - The State Of The Market

Source: InfoQ.com· Jordan Nanos· August 18, 2026
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…

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