Jeremie Eliahou Ontiveros

1 month ago | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |AJ Kourabi |Ivan Chiam

The US has signed two landmark agreements with the United Arab Emirates and Kingdom of Saudi Arabia (KSA) that that will noticeably shift the balance of power. The deals have economic, geopolitical, and national security implications and taken together we believe these bilateral deals reinforce America’s claim to AI leadership. They also raise real concerns – but none that the US can’t address.

2 months ago | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Maya Barkin |Gigawatt Dreams

Over the last few months, there have been a number of headlines raising concerns about Microsoft’s reduction in datacenter leasing activities including a few datacenter leasing cancellations. We called out Microsoft’s exit of multiple datacenter leasing contracts to our datacenter model clients on December 17th (two months before the Wall Street headlines). This story isn’t as simple as it seems and there is a lot more nuance to Microsoft’s actions.

Feb 13, 2025 | semianalysis.com | Dylan Patel |Jeremie Eliahou Ontiveros |Daniel Nishball |Reyk Knuhtsen

Cluster deployments are an order of magnitude larger in scale with Gigawatt-scale datacenters coming online at full capacity much faster than most believe. As such, there are considerable design changes that Datacenter developers planning future sites must consider. We previously covered the Electrical system of Datacenters and how the rise of Generative AI is impacting datacenter design and equipment suppliers.