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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Datacenter Anatomy Part 2 – Cooling Systems
L2A, L2L, Immersion, Two-Phase, Google vs Meta vs Microsoft vs Amazon Water Cooling Design, WUE, PUE, Nvidia Rubin Power & Cooling Architecture
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OpenAI Stargate Joint Venture Demystified | Microsoft Sore Loser, Does Softbank Have The Capital?, Texas GigaCampus, Winners & Losers
Money Rules Everything Around Me, The Real Numbers Behind Stargate, Lancium, Abilene Texas, Crusoe, Oracle, Cost Breakdown, Arm Is Fake News
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2025 AI Diffusion Export Controls – Microsoft Regulatory Capture, Oracle Tears, Impacts Quantified, Model Restrictions
Malaysia's Stranded Capacity, Western Hyperscale Strength, AI Accelerator Restrictions, India Brazil Middle East Concerns, Sovereign AI Killed, VEU Restrictions and Implications, Compute Budget, Open-Source Creating Lower Bound, Model-Weights Controlled
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Datacenter Anatomy Part 1: Electrical Systems
Meta Datacenter Scrapped, Vertiv, Schneider Electric, Eaton, Legrand, Delta, Datacenter Bill Of Materials By Component, Transformers, Switchgear, Redundancy, UPS, OCP Busbar, Generators, Substation
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Multi-Datacenter Training: OpenAI’s Ambitious Plan To Beat Google’s Infrastructure
Gigawatt Clusters, Telecom Networking, Long Haul Fiber, Hierarchical & Asynchronous SGD, Distributed Infrastructure Winners
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GB200 Hardware Architecture – Component Supply Chain & BOM
Hyperscale customization, NVLink Backplane, NVL36, NVL72, NVL576, PCIe Retimers, Switches, Optics, DSP, PCB, InfiniBand/Ethernet, Substrate, CCL, CDU, Sidecar, PDU, VRM, Busbar, Railkit, BMC
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Is Intel Back? Foundry & Product Resurgence Measured
Foundry Cost Wall, Whale Customers, Datacenter Share, The Money Problem
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Astera Labs IPO – The Next Connectivity Superhero or Steamrolled By Competition?
Bottoms Up Model, Units, ASP, Revenue, By Hyperscaler Analysis, EPS & Cashflow, Competitive Analysis
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CXL Is Dead In The AI Era
AI Accelerator Beachfront Considerations, Memory Pooling Negatives, Custom Silicon Adoption
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AI Datacenter Energy Dilemma – Race for AI Datacenter Space
Gigawatt Dreams and Matroyshka Brains Limited By Datacenters Not Chips
