SemiAnalysis' Jeremie Eliahou Ontiveros on all things datacenter / power (podcast #331)
In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Jeremie, Technology Analyst at SemiAnalysis, (you can see his first pod appearance here) for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts, the sustainability of GPU investments, and the contrasting strategies of CoreWeave and Oracle. The discussion extends to robotics adoption, the future of labor, and whether remote locations like Alaska could become new data center hubs. A timely conversation as AI’s infrastructure footprint continues to expand.
Today’s podcast is sponsored by PortraitAnalytics.AI
People ask me all the time: what’s your favorite screen for generating ideas? Low P/E? High dividend yield? Something else?
My answer is always the same: I don’t use quantitative screens. I doubt alpha is hiding in a simple screen anyone can put together in thirty seconds.
But Portrait Analytics has changed all that. Using AI, they let you blend quantitative screens with qualitative metrics to narrow down to companies and stocks that are actually interesting to you. For example, instead of screening for a low P/E, you can screen for companies with a low price to earnings where the stock dropped 20% because it missed earnings but the CEO argued the miss was one time and that the company is planning to buyback shares.
Check out Portrait Analytics today and see how they can improve your screening and filtering tools!
Please follow the podcast on Spotify, iTunes, or most other podcast players, as well as on YouTube if you prefer video! And please be sure to rate / review the podcast if you enjoy it, or share it with someone else who would enjoy it (more listeners is a critical part of the flywheel that keeps this Substack and podcast going!).
Disclaimer: Nothing on this podcast or on this blog is investing or financial advice; please see our full disclaimer here. The transcript below is from a third party transcription service; it’s entirely possible there are some errors in the transcript
Transcript for premium subs begins below