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Yet Another Value Podcast
Andrew Walker interviews investors about actionable value and event-driven ideas, with each episode centered on a company, security, or investment thesis.
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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.