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.
8 EPISODES2 SHOWS
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Ep. 013 - AWS Margins Jump 10% While Azure and GCP Flatline
Jordan NanosJeremie Eliahou OntiverosJoey BrookhartCrystal Huang
AWS’s margins are rising while it adds more than a gigawatt of capacity per quarter, signaling a shift toward higher-margin Bedrock token sales.Claude represents an estimated 80%-93% of Bedrock usage, while Anthropic’s API-led growth reaches $47 billion ARR.Whether this operating leverage survives stabilized utilization, coding-token cuts, and the SpaceX/xAI capacity deal remains the key risk.