In this episode of Yet Another Value Podcast, host Andrew Walker welcomes Jeremie from SemiAnalysis for a deep exploration into the surging demand for power infrastructure driven by AI. Jeremie breaks down the evolving trends in onsite gas turbines, the shift from diesel generators, and how data centers are racing to scale quickly. They dissect hyperscaler capex forecasts, the sustainability of GPU investments, and the contrasting strategies of CoreWeave and Oracle. The discussion extends to robotics adoption, the future of labor, and whether remote locations like Alaska could become new data center hubs. A timely conversation as AI’s infrastructure footprint continues to expand.
__________________________________________________________
[00:00:00] Andrew introduces the podcast and guest.
[00:03:14] Jeremie discusses onsite gas trends.
[00:05:00] Andrew raises concerns about turbine demand.
[00:10:23] Jeremie outlines backup strategy shifts.
[00:13:42] Andrew shifts to hyperscaler capex forecasts.
[00:18:24] Jeremie on declining asset efficiency.
[00:19:35] Andrew questions depreciation accuracy.
[00:27:03] Andrew digs into CoreWeave business risks.
[00:32:50] Jeremie frames GPU vs. data center contracts.
[00:34:56] Jeremie says Oracle took a CoreWeave-style risk.
[00:42:06] Jeremie explains labor and logistics challenges.
[00:52:15] Andrew pivots to robotics discussion.
[00:56:49] Jeremie sees social value rising post-automation.
[01:00:18] Andrew wraps up and plugs SemiAnalysis.
Links:
Yet Another Value Blog: https://www.yetanothervalueblog.com
See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer