bullish
SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers
SUMMARY
- Disclaimer: Podcast does not provide investing advice
- Discussion on AI, data centers, and electrification trends
- Concerns about potential oversupply of data centers and energy optimization in the future
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
Related Insights
More »- US – China: Restrictions on Semiconductors Are Getting Worse
- Nvidia’s $3.4 Trillion AI Empire Is Just Getting Started—You Won’t Believe What’s Next!
- Semiconductors - Nvidia’s 1Q Beat and Solid 2Q Guidance Confirm AI Demand Remains Resilient
- NVIDIA Q126. China Restrictions Bring QoQ Growth Screeching To A Halt
- Nvidia 1Q26: The Good Times Keep Rolling, the Stock Is Not Expensive
Trending Collections
More »Trending Insights
More »- CSI Hong Kong Connect Internet Index Rebalance: 10 Changes & Big Impact
- UK: Retreating To Trend Again
- Zijin Mining (2899 HK): Fully Valued Ahead Of (Expected) Gold Unit Spin-Off
- More Accurate Context Behind Tencent’s Nexon Moves Reported by Bloomberg
- Quiddity Leaderboard Hang Seng Biotech Sep25: Three Changes Likely + One Intra-Review Change
Top Unpaywalled Insights
More »- Bearishness Persist in Soybeans Despite Rebound Hopes
- Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks
- [IO Technicals 2025/23] Bearish Momentum Persists
- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
Yet Another Value Podcast
Podcast by Andrew Walker, a PM at Rangeley Capital
Yet Another Value Podcast
- SemiAnalysis' Jeremie Eliahou Ontiveros on the supply/demand dynamics of AI and data centers13 Feb 2025
x