Jeremie Eliahou Ontiveros
Head of Datacenter & Energy Infrastructure Research
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.
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.
Jeremie Eliahou Ontiveros
Head of Datacenter & Energy Infrastructure Research
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.
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.
Articles by Jeremie Eliahou Ontiveros:
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xAI’s Colossus 2 – First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
On Site Turbines, Mississippi Expansion, Solaris Energy, Can xAI afford it?, Middle East Funding, Tesla, Talent Exodus, API revenue, Consumer Growth, RL Environment
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Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
Anthropic multi-gigawatt clusters, Trainium ramp, best TCO per memory bandwidth, system-level roadmap, Bedrock and internal models
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Robotics Levels of Autonomy
Single-Purpose Robots Automating Hundreds Of Jobs, Pick And Place With Low Autonomy Is Expensive, General-Purpose Autonomy Navigating And Inspecting Large Sites, Targeting Low-Skill Labor In Early Pilots With Promise, Autonomy Capable Of Any Task In Research
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Meta Superintelligence – Leadership Compute, Talent, and Data
AI Datacenter Titanomachy, "The Tent", AI Data and Talent Wars, Zuck Founder Mode, Behemoth 4 Post-Mortem, OBBB Tax Windfall, AI and Reality Labs
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How Oracle Is Winning the AI Compute Market
Stargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT Forecast
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AI Training Load Fluctuations at Gigawatt-scale – Risk of Power Grid Blackout?
108GW Large Load Queue, Tesla Megapacks, Supercapacitors, Gigawatt-scale Batteries, PyTorch No Power Plant Blow Up
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AI Arrives In The Middle East: US Strikes A Deal with UAE and KSA
5 GW Datacenter, HUMAIN, G42, Diversion and Misuse Risks, Security Requirements, American AI Wins
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Microsoft’s Datacenter Freeze – 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption
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Tariff Armageddon? | GPU Loopholes, Mexico Supply Chain Shift, Wafer Fab Equipment Vulnerabilities, Optical Module Pricing Surge, Datacenter Equipment
UPS, Generators, Transformers, Switchgear, Power Distribution Equipment, Chillers, Cooling, Pumps, OEM & ODM Supply Chain, Lasers, Softbank Impact, Nvidia Balance Sheet Usage
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America Is Missing The New Labor Economy – Robotics Part 1
China's Dominance Playbook, General Purpose Robotics Is The Holy Grail, Robotic Systems Breakdown, Supply Chain Hardships, The West Is Positioned Backward And Covering Their Eyes, China's Clear Path to Full Scale Automation, Call For Action
