Jeremie Eliahou Ontiveros leads Datacenter & Energy Infrastructure research at SemiAnalysis. He specializes in tracking Hyperscaler and Neocloud infrastructure and large-scale AI clusters, cooling & electrical systems, and power sources. He connects systems-level architecture with real-world deployment to decode AI’s backend complexity. Previously, he focused on long-only investments in public equities, where he honed his expertise in deep data analysis and financial modeling.