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.