Person
Jeremie Eliahou Ontiveros is named in 4 Parts of The Buildout, most recently Part 17: The Guarantee Has No Date. Argued in Part 2 (The number is real), Part 13 (The plant is late), Part 17 (The weak link pays first).
What Jeremie Eliahou Ontiveros argued
Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.
Part 17 · The weak link pays firstJul 9, 2026
AI labs like OpenAI and Anthropic face a financing constraint because they are not investment grade and much of data center build-out requires capital-intensive, upfront CapEx they cannot afford, which slows their ambition to be more vertically…
Part 13 · The plant is lateJun 25, 2026
They expect power generation to be a major bottleneck to grid-connected datacenter load growth, pointing to utilities revising promised load ramps by years because long-lead interconnection equipment is unavailable, and to buyers now bearing the…
Part 02 · The number is realAug 7, 2026
Selling frontier-model inference is extraordinarily profitable: on a GB300 cluster, OpenAI and Anthropic can generate over 100 billion dollars per gigawatt-year of revenue against roughly 12 billion of rental cost.
SpaceX Is Funding an AI Bet Before the Proof Who is on each side Source
Part 02 · The number is realAug 7, 2026
SpaceX is on track to build about 10 gigawatts of datacenter capacity by year-end 2027; independent site-by-site evaluation supports the guided 6 to 8 incremental gigawatts, implying a path to 300 billion dollars of ARR with only half the…
SpaceX Is Funding an AI Bet Before the Proof Who is on each side Source
In The Buildout
One line per story, from the story itself.
Part 13The plant is late
Jeremie Eliahou Ontiveros, also of SemiAnalysis, wrote on June 25 that utilities are pushing promised load ramps out by years for lack of long-lead equipment, while buyers carry the risk through letters of credit, deposits and take-or-pay contracts and the utilities, in many cases, face no penalty for delivering late.
The Ratepayer Pays FirstPart 05The margin test
Jeremie Eliahou Ontiveros, working the unit economics for SemiAnalysis, calculates that a current-generation cluster can generate over $100bn of revenue per gigawatt-year against roughly $12bn of rental cost.
OpenAI and Anthropic Are Not the Same BusinessPart 05The Call
Jeremie Eliahou Ontiveros’s $100bn-per-GW-year calculation is powerful, but Daniel Romero’s depreciation objection attacks the exact period that makes it look so good.
OpenAI and Anthropic Are Not the Same BusinessPart 02The meter versus the map
Jeremie Eliahou Ontiveros at SemiAnalysis did more than read the slide.
SpaceX Is Funding an AI Bet Before the ProofFollow
Analysis and opinion, not investment advice. What a person argued is reported, not rated; DeepStack shows no score, ranking or accuracy for anyone.