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Jeremie Eliahou Ontiveros

Jeremie Eliahou Ontiveros

SemiAnalysis head of datacenter & energy infrastructure research

Every podcast episode featuring Jeremie Eliahou Ontiveros that Attunex has found — 9 featured appearances across 3 shows, each with an on-device transcript and summary. Follow Jeremie in Attunex to get new appearances automatically.

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Updated 2026-09-03.

  1. Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy) | Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Jordan Nanos
    SemiAnalysis Weekly
    2026-08-09
  2. Ep. 018 - Stop Saying Half of 2026 US Datacenter Capacity Is Canceled (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Reyk Knuhtsen, Ellie Holbrook, Jordan Nanos
    SemiAnalysis Weekly
    2026-07-09
  3. Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
    SemiAnalysis Weekly
    2026-06-15
  4. Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline (Tokenomics) | Jordan Nanos, Jeremie Eliahou Ontiveros, Joey Brookhart, Crystal Huang
    SemiAnalysis Weekly
    2026-06-01
  5. Ep. 004 - The Impact of AI Datacenters On Consumer Power Costs (Datacenter, Energy) | Jeremie Eliahou Ontiveros, Jordan Nanos, Doug O'Laughlin
    SemiAnalysis Weekly
    2026-03-05
  6. a16z’s $15B Raise, Tim Cook Exit Rumors, Meta Goes Nuclear | Ben Horowitz, David George, Alex Rampell, Jen Kha, Jeremie Eliahou
    TBPN
    2026-01-09
  7. SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
    Yet Another Value Podcast
    2025-08-18
  8. Astronomer CEO Affair at Coldplay Concert, JUUL Approved by the FDA, Is AI Causing Historic Crashouts? | Chris Power, Jeremie Eliahou, Chris Best, Alex Mashrabov, Jesse Pollak, Billy Thalheimer, Jonathan Mortensen, Douwe Kiela & More
    TBPN
    2025-07-17
  9. SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
    Yet Another Value Podcast
    2025-02-11