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SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers

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Manage episode 466218935 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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, please visit:https://semianalysis.com/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:22] Supply and demand dynamics of AI; perspective on data centers

[9:03] Thoughts on DeepSeek; Jeremie's worry on the whole AI trade in general; AI training

[13:58] Is there a rush to generate more data right now?

[17:24] Jeremie's thoughts on NVIDIA

[26:32] What breaks the up cycle for AI / is subscription ultimately the way to monetize AI

[32:17] Interesting power plays (picks and shovels to support AI); bitcoin miners as potential AI plays

[40:58] Bitcoin miner/AI play that Jeremie is interested in; deep dive on AIRian

[50:27] Management activities from bitcoin miners; why are some of these companies not seeing the AI opportunity

[57:26] Final thoughts on AI, bitcoin mining, power, data centers; why this all domestic activity focused

Today's sponsor: Daloopa

Earnings season is hectic—there’s no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.

Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.

Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.

  continue reading

320 episodes

Artwork
iconShare
 
Manage episode 466218935 series 2789730
Content provided by Andrew Walker. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Walker or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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, please visit:https://semianalysis.com/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:22] Supply and demand dynamics of AI; perspective on data centers

[9:03] Thoughts on DeepSeek; Jeremie's worry on the whole AI trade in general; AI training

[13:58] Is there a rush to generate more data right now?

[17:24] Jeremie's thoughts on NVIDIA

[26:32] What breaks the up cycle for AI / is subscription ultimately the way to monetize AI

[32:17] Interesting power plays (picks and shovels to support AI); bitcoin miners as potential AI plays

[40:58] Bitcoin miner/AI play that Jeremie is interested in; deep dive on AIRian

[50:27] Management activities from bitcoin miners; why are some of these companies not seeing the AI opportunity

[57:26] Final thoughts on AI, bitcoin mining, power, data centers; why this all domestic activity focused

Today's sponsor: Daloopa

Earnings season is hectic—there’s no way around it. But what if you could take back the time you spend on manual model updates? With Daloopa, you can.

Daloopa automates your audit and update process, instantly pulling accurate, fundamental data from filings and reports directly into your models. That means no more wasting hours on repetitive tasks. Instead, you can focus on analyzing trends, refining strategies, and staying ahead of the competition.

Stop letting manual work slow you down. Set up a free account today by visitingdaloopa.com/YAV and see how Daloopa can transform your workflow.

  continue reading

320 episodes

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