6min chapter

Yet Another Value Podcast cover image

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

Yet Another Value Podcast

CHAPTER

Shifting Focus: From Bitcoin to AI

This chapter explores the transition from Bitcoin mining to AI and data center operations, evaluating the financial implications and potential gains for companies making the switch. It highlights the evolving mindset of Bitcoin miners toward AI integration, the financial challenges in partnerships, and the insights gained from industry conferences.

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