Our readingWhat is a korrent?
AI workloads are best served by clouds that bundle power, data center infrastructure and GPUs and strip out unnecessary software layers.
Drawn from what Chamath Palihapitiya said
What these subjects mean
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able to.