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Jeremie Eliahou Ontiveros

SemiAnalysis MD

Artwork for Ep. 032 - 300 Datacenter Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos
SemiAnalysis WeeklyJeremie Eliahou Ontiveros

Ep. 032 - 300 Datacenter Bans, 3 Projects Delayed: Moratoriums Explained (Datacenter, Energy) | Maya Barkin, Reyk Knühtsen, Jordan Nanos

This episode breaks down what data center moratoriums actually do, and why most of them barely slow real projects. The guests show that while more than 300 local governments have enacted pauses, only a handful of projects appear meaningfully exposed once jurisdiction, timing, permitting status, and carve-outs are checked.

Artwork for Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam
SemiAnalysis WeeklyHaroon Inam

Ep. 015 - DG Matrix Explains 800V DC vs Legacy AC Distribution (Datacenter, Energy) | Jordan Nanos, Jeremie Eliahou Ontiveros, Nicolas Bontigui, Haroon Inam

Haroon Inam of DG Matrix argues that 800V DC is becoming necessary as GPU rack power rises beyond what legacy AC distribution can deliver economically. The episode focuses on why voltage, not current, is the key constraint, and how multiport solid-state transformers could make datacenters more flexible, modular, and future-proof.