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Yet Another Value Podcast
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
Feb 11, 2025
Jeremie Eliahou Ontiveros, a Technology Analyst at SemiAnalysis, dives into the intricate supply and demand dynamics of AI and data centers. He discusses the explosive demand for data center capacities tied to AI advancements and the implications for NVIDIA's market position. Jeremie raises concerns about the sustainability of the AI trade and explores potential oversupply risks. There’s also intriguing analysis on the intersection of AI and Bitcoin mining, emphasizing energy demands and strategic shifts towards AI integration.
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Quick takeaways
- The surge in demand for AI, especially Generative AI, is significantly impacting the data center industry, necessitating rapid construction to meet power and processing needs.
- Investors are increasingly focused on AI's potential, leading to high valuations for companies involved in power and data center management amid concerns about overbuilding and energy optimization.
Deep dives
AI's Impact on Data Center Demand
The demand for data centers is significantly influenced by the rise of artificial intelligence, particularly Generative AI. As Nvidia hardware dominates the market, it is expected to contribute an additional five gigawatts of demand for data center space in 2024 alone. The overall global data center industry has expanded by approximately four gigawatts per year from 2019 to 2023, highlighting a substantial shift in the supply-demand dynamics driven by AI technology. Companies must accelerate the construction of data centers to meet this rapidly increasing demand for power and processing capabilities.
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Discover
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