Jordan Nanos

Semiconductor and AI Infrastructure Analyst, SemiAnalysis

Search every verified Jordan Nanos interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jordan Nanos, an analyst at SemiAnalysis, appeared on theCUBE + NYSE Wired: AI Factories on October 1, 2026, to discuss the release of the ClusterMAX 3.0 benchmark. Nanos described the benchmark as a holistic rating system for neocloud providers, noting that it assesses business decisions and technical details, including compute performance, storage, networking, orchestration software, and security, through hands-on testing with providers. He explained that the market is broken into tiers ranging from data center construction to inference endpoints. During the interview, Nanos highlighted Nebus as a leading provider, attributing its performance to early deployment of Nvidia B300 GPUs, self-built data centers, on-site technicians, a solid monitoring stack, and strong technical support. He stated that a minor revision, ClusterMAX 3.1, was in testing and would focus on retesting providers with significant software or operational improvements. Nanos indicated that a major version 4.0, expected in less than a year, would test the next generation of Nvidia GPUs, such as Vera Rubin. He also offered commentary on chip startups, suggesting that criticisms of companies like Cerebras, Groq, and SambaNova were not based on "smoke and mirrors," but that time was the primary gap between them and established players.