Replying to @fabknowledge
Blackwell sales going from $11b to ZERO next quarter
Jeremie Eliahou Ontiveros
164 posts
Jeremie Eliahou Ontiveros
@JeremieEO
Tracking hyperscalers, datacenters and energy infrastructure at SemiAnalysis. opinions my own
semianalysis.com
Joined March 2022
- TBPN | Thursday, July 17th x.com/i/broadcasts/1…
- Replying to @dylan522pBro leave Man Francisco and come to Paris, u'll change ur mind in a sec
- Replying to @dylan522pStealing my meme and no credits, i am shocked
- Replying to @zephyr_z9That'll be the topic of a future article, stay tuned :)
- It happens only with wind & solar. Basically when you produce way more electricity than is needed (because lots of wind or sun), you can't sell it to the grid, so you try to find a buyer at any price on the wholesale market (thb that's a bit oversimplified but the idea stands)
- Replying to @GlennLukNvidia's moat on inference is much stronger than commonly thought. It will become overwhelmingly apparent by the end of the year when GB200 NVL72 ramps and no one else can match their scale-up network. Inferencing on chips like AMD or Huawei will be a huge cost disadvantage
- Replying to @dylan522pYes but on the other hand, we are world's first to regulate AI, jealous?
- Podcast #331 is up! @JeremieEO returns to talk all things data centers / power yetanothervalueblog.com/p/semianalysis…
- Replying to @insane_analyst and @fabknowledgeShhhh don't tell Dylan : (
- Replying to @biancoresearchGood analysis, however this may be biased by a few huge companies, such as Big Tech sitting on >100B$ piles of cash and small debt. I wonder what happens if you do the same analysis with Russell 2000, or non listed small buiz. Probably not as rosy
- Replying to @FransBakker9812 and @IREN_LtdThanks for the shout-out!
- Replying to @fabknowledgeI think MBLY problem is that it doesn't have the good OEM exposures (Tesla, Chinese). Its biggest tier 1 customers have both warned a few months before (Aptiv and Valeo). And in ADAS, I think Infineon sells a lot to Tesla and BYD, so much better shape (fast growing end market)
