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← AI adoption is causing a shortage of CPUs, making them difficult to source and increasing prices.
17 connected korrents · 16 moments from 22 Nov 2021 to 1 Oct 2026.
Everything filed under the cloud
the cloud
Everything filed under data centers
data centers
Everything filed under infrastructure
infrastructure
Everything filed under privacy
privacy
Everything filed under SaaS
SaaS
Everything filed under China
China Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: AI adoption is causing a shortage of CPUs, making them difficult to source and increasing prices. AI adoption is causing a shortage of CPUs, making them difficult to source and increasing prices. Last stated a week ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: The demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to GPUs in data centers. — tap to centre the map on it The demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to GPUs in data centers. Last stated a week ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: Some cloud providers have less red tape than others for quota increases. — tap to centre the map on it Some cloud providers have less red tape than others for quota increases. Last stated yesterday
1 Oct 2026
GO
Gergely Orosz — holds since 2026-10-01 — tap for who they are
Same subject: The CPU capacity shortage is expected to persist for multiple quarters. — tap to centre the map on it The CPU capacity shortage is expected to persist for multiple quarters. Last stated a week ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: AI will likely be run in the cloud rather than on native AI PCs. — tap to centre the map on it AI will likely be run in the cloud rather than on native AI PCs. Last stated a week ago
22 Sept 2026
MS
M.G. Siegler — holds since 2026-09-22 — tap for who they are
Same subject: Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. — tap to centre the map on it Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set. Last stated a year ago
4 Sept 2025
DO
Doug O'Laughlin — holds since 2021-11-22 — tap for who they are
DO
Doug O'Laughlin — no longer holds since 2025-09-04 — tap for who they are
Same subject: AI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects. — tap to centre the map on it AI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects. Last stated 8 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies. — tap to centre the map on it NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies. Last stated 4 months ago
25 May 2026
SS
Salvatore Sanfilippo — holds since 2026-05-25 — tap for who they are
Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry on values like privacy and user respect without actually excelling at them Last stated 6 months ago
1 Apr 2026
MA
Marco Arment — holds since 2026-04-01 — tap for who they are
Same subject: A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. — tap to centre the map on it A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers. Last stated 2 weeks ago
18 Sept 2026
HD
Horace Dediu — holds since 2026-09-18 — tap for who they are
Same subject: A company's terms of service cannot enlarge or shrink your constitutional privacy rights in either direction. — tap to centre the map on it A company's terms of service cannot enlarge or shrink your constitutional privacy rights in either direction. Last stated 10 months ago
16 Dec 2025
OK
Orin Kerr — holds since 2025-12-16 — tap for who they are
Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. — tap to centre the map on it A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain. Last stated 2 years ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. — tap to centre the map on it A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric. Last stated 8 months ago
25 Jan 2026
JC
Jason Cohen — holds since 2026-01-25 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 3 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. — tap to centre the map on it A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. Last stated 2 years ago
7 Dec 2024
AL
Alon Levy — holds since 2024-12-07 — tap for who they are
Same subject: A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. — tap to centre the map on it A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. Last stated a year ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
At the centre
AI adoption is causing a shortage of CPUs, making them difficult to source and increasing prices.
Holds Read this korrent →
The demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to GPUs in data centers.
Holds
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds
Some cloud providers have less red tape than others for quota increases.
Holds
The CPU capacity shortage is expected to persist for multiple quarters.
Holds
AI will likely be run in the cloud rather than on native AI PCs.
Holds
Chips made on older process nodes have to get more expensive, because a new fab cannot make money selling at prices a fully depreciated fab set.
No longer holds
AI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects.
Holds
NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies.
Holds
A company can lead its industry on values like privacy and user respect without actually excelling at them
Holds
A company that leaks private information faces far more reputational and legal danger than one that gives wrong answers.
Holds
A company's terms of service cannot enlarge or shrink your constitutional privacy rights in either direction.
Holds
"Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought.
Holds
A best-in-class product should be priced at the point where customers say it is starting to get expensive, not at the point where they would call it a bargain.
Holds
A cancelling customer already survived an improbable gauntlet to buy, which makes churn an emotional emergency before it is ever a metric.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds
A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot.
Holds
A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling.
Holds