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 focused
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