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

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 focusedToday's sponsor: DaloopaEarnings 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.