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

Jordan Nanos 2026年08月19日 00:00 4 次阅读来源：InfoQ

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

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# Infrastructure # GPU # Large language models # Hardware # Benchmark

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

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