Jeremie Eliahou Ontiveros leads Datacenter & Energy Infrastructure research at SemiAnalysis. He specializes in tracking Hyperscaler and Neocloud infrastructure and large-scale AI clusters, cooling & electrical systems, and power sources. He connects systems-level architecture with real-world deployment to decode AI’s backend complexity. Previously, he focused on long-only investments in public equities, where he honed his expertise in deep data analysis and financial modeling.
He leads the Datacenter Industry, Energy, and Industrials models: the capacity tracker, the power-demand model, and the supply-chain map behind the AI datacenter buildout.
Jeremie holds a Bachelor’s degree from University of Lille 1 Sciences and Technology, as well as a Master’s degree from IAE Gustave Eiffel.
Global datacenter capacity tracker covering 5,000+ facilities: hyperscaler buildouts, colocation markets, power constraints, and regional deployment trends through 2030, with per-campus power draw, lease structures, and planned versus operational capacity.
Infrastructure, energy, investors
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Grid demand
Translates AI datacenter buildout into power infrastructure demand: utility-level supply and demand gaps, generator inventory, renewable PPAs, gas turbine lead times, and where the grid will fall short.
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Supply-chain map
Datacenter supply-chain map: 500+ suppliers, top-down TAM, capex per megawatt, and bottom-up revenue build across power, cooling, and facilities, from switchgear and transformers to liquid cooling loops.
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Bridging the gap between the world’s most important industry, semiconductors and business.
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“It’s one of my most important and most-cited resources on Stratechery”
Ben Thompson, Stratechery
“Content I wish I could have written.”
Jon Y, The Asianometry Newsletter
“Some of the best analysis and detailed explainers on the how/why/how much of Silicon.”
Steven Sinofsky, Hardcore Software by Steven Sinofsky
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