PERSON DIRECTORY
Jeremie Eliahou Ontiveros
Jeremie Eliahou Ontiveros appears in 8 indexed conversations across SemiAnalysis, Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Ep. 024 - SpaceX's 10GW Plan Drives $300B ARR by 2027 (Datacenter, Energy)
Jeremie Eliahou OntiverosReyk KnuhtsenJordan Nanos
SemiAnalysis argues SpaceX could bring 10 GW of AI capacity online in 2027, selling scarce “emergency megawatts” for roughly $50 million per MW-year.Modeled frontier inference near $100 million per MW-year could repay GPUs in under a year and make NVIDIA financing plausible.Microsoft’s late-2027–28 capacity gap supports demand, while permitting, chips, uptime and political restrictions remain risks.
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.