PERSON DIRECTORY
Andrew Walker
Host of Yet Another Value Podcast. Andrew Walker appears in 145 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
SemiAnalysis's Doug O'Laughlin on all things AI, Power, and Corporate Governance
AI's next phase is shifting Big Tech from cash-generative platforms toward debt-funded infrastructure, with power—not chips—as the binding bottleneck and TPU emerging as a credible number-two accelerator.The opportunity depends on monetizing token demand and agentic commerce, while rising capital intensity, a possible three-year runway to a hangover, and governance signals such as Target Hospitality's PSU award remain key risks to monitor.
SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power
Andrew WalkerJeremie Eliahou Ontiveros
Modular on-site gas is becoming the fastest route to energizing AI data centers, with 3-40 MW systems and credible hyperscaler projects targeted for 2026-27 while displacing diesel backup demand.SemiAnalysis expects hyperscaler capex to grow 35%-40% in 2026 and 25%-30% in 2027, but CoreWeave and Oracle face 15-year infrastructure obligations against roughly five-year GPU contracts, alongside GPU depreciation risk.
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Andrew WalkerJeremie Eliahou Ontiveros
AI has broken the data-center growth curve: 2024 NVIDIA hardware added about 5 GW of demand versus roughly 4 GW of global annual IT-capacity growth from 2019 through 2023.That shortage supports infrastructure suppliers and NVIDIA’s networking-led inference moat, but the cycle ultimately depends on traffic, OpenAI and perhaps Claude revenue indicators, and whether users pay $20 or $200 monthly.