Jeremie Eliahou Ontiveros
SemiAnalysis head of datacenter & energy infrastructure research
SemiAnalysis head of datacenter & energy infrastructure research
Every podcast episode featuring Jeremie Eliahou Ontiveros that Attunex has found: 11 interviews and appearances across 4 shows between 2025 and 2026. Most often on SemiAnalysis Weekly (6), TBPN (2) and Yet Another Value Podcast (2). Often in conversation with Jordan Nanos. Follow Jeremie in Attunex to get new appearances automatically, each with an on-device transcript and summary.
Follow Jeremie Eliahou Ontiveros in AttunexUpdated 2026-10-14.
More than 300 towns, cities, and counties have voted to pause data centers in the past 18 months. Maya Barkin (@mayabarkin) and Reyk Knühtsen (@robotknower) from the SemiAnalysis Data Center, Energy,…
OpenAI and Anthropic are adding close to $30 billion of ARR per month, and the driver is gross margin expansion, not new compute. Jeremie Eliahou Ontiveros (@JeremieEO) and Reyk Knuhtsen…
Bloomberg said half of 2026 US data center capacity is delayed. The SemiAnalysis Data Center, Energy, and Industrials team pulled the underlying report and found a broken denominator. Amazon alone…
For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s…
NVIDIA's next architecture will demand 800V DC and datacenters can't wait to build the infrastructure. Haroon Inam, CEO and Co-Founder of DG Matrix, joins Jordan Nanos (@JordanNanos), Jeremie Eliahou…
AWS operating margins jumped 10 percentage points while Microsoft Azure and Google Cloud stayed flat. The driver: Anthropic's Claude usage routing through Bedrock, Amazon's token-as-a-service…
Join Jordan Nanos, Doug O’Laughlin, and special guest Jeremie Eliahou Ontiveros for an in-depth analysis of the intersection between AI infrastructure and energy markets. Jeremie, Head of Datacenter…
Sign up for TBPN’s daily newsletter at TBPN.com (02:19) - Tim Cook's Retirement Rumors (09:11) - AI Needs a (Steve) Jobs (24:54) - Meta Announces Nuclear Partnerships (29:45) - Can AI Solve the…
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie…
(00:09) - Astronomer CEO Affair at Coldplay Concert (11:31) - New Tesla Model Y L Breakdown (16:18) - JUUL Approved by the FDA (01:02:49) - Is AI Causing Historic Crashouts? (01:29:16) - Chris Power,…
Jeremie Eliahou Ontiveros, Technology Analyst at SemiAnalysis, joins the podcast to share his thoughts on the supply/demand dynamics of AI and data centers. For more information about SemiAnalysis,…