Jeremie Eliahou Ontiveros
Showing 1–2 of 2 transcripts.
- RAISE Summit39 min
The Trillion Dollar Question: Financing AI's Infrastructure | Modular, IREN & More | RAISE 2026
Tim Davis, Kent Draper, James B. Krellenstein, Wayne Nelms, Erwan Menard, Jeremie Eliahou Ontiveros, Jeremy, Tim Buckley, James Kallenstein
The AI infrastructure sector is undergoing a structural shift toward extreme capital intensity, prompting neoclouds like Iron and Crusoe to adopt complex financing models that blend investment-grade debt, Microsoft prepayments, and diverse revenue streams such as token sales. Simultaneously, industry leaders are addressing asset lifecycle mismatches and energy bottlenecks by leveraging software-driven fungibility for non-NVIDIA silicon and securing "behind-the-meter" nuclear uprates to bypass regulatory delays. This evolving landscape enables lenders to backstop sub-investment grade counterparts while hyperscalers vertically integrate to capture higher margins, ultimately transforming compute into a standardized, tradable commodity.
- RAISE Summit37 min
Powering AI Infrastructure: Solving the 21st Century Manhattan Project | RAISE Summit 2026
Shaun O'Meara, Alex Saroyan, Vik Malyala, Ben Richardson, June Paik, Jeremie Eliahou Ontiveros, Jeremy, Sean Amara, Jun
By 2027, major AI infrastructure players like Anthropic and CoreWeave aim to scale capacity to tens of gigawatts while overcoming significant hurdles in power delivery, regulatory fragmentation, and supply chain delays. Industry leaders such as Ben Richardson and Sean Amara advocate for standardized, modular architectures and digital twin simulations to mitigate execution risks and reduce the total cost of ownership for inference-heavy workloads. This strategic shift prioritizes operational reliability and full-stack interoperability to support the transition from centralized training clusters to distributed enterprise inference environments.