To provide the best experience, we use cookies to store and/or access device information.

Nicolas Bontigui is an analyst at SemiAnalysis who specializes in datacenter industrials. His research covers developments across datacenter mechanical and electrical equipment suppliers, construction, logistics, and physical security. This work provides insight into the critical industrial verticals that support the physical infrastructure for large-scale computing and AI. Based in Spain, he previously worked in private equity and holds a bachelor’s degree in Business Administration.