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← AI workloads are best served by clouds that bundle power, data center…
17 connected korrents · 18 moments from 10 Jun 2024 to 7 Oct 2026. Nearly all of them are about semiconductors .
Everything filed under data centers
data centers
Everything filed under America
America
Everything filed under the cloud
the cloud
Everything filed under infrastructure
infrastructure
Everything filed under energy
energy 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 workloads are best served by clouds that bundle power, data center infrastructure and GPUs and strip out unnecessary software layers. AI workloads are best served by clouds that bundle power, data center infrastructure and GPUs and strip out unnecessary software layers. Last stated 2 months ago
8 Sept 2026
CP
Chamath Palihapitiya — holds since 2026-09-08 — tap for who they are
Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. — tap to centre the map on it Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. Last stated 8 months ago
10 Feb 2026
CH
Casey Handmer — holds since 2026-02-10 — tap for who they are
Same subject: Generative AI cannot create personal meaning in an object, because meaning comes from the time a person gives up making it for someone. — tap to centre the map on it Generative AI cannot create personal meaning in an object, because meaning comes from the time a person gives up making it for someone. Last stated 9 months ago
24 Jan 2026
BN
Bob Nystrom — holds since 2026-01-24 — 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 5 months ago
25 May 2026
SS
Salvatore Sanfilippo — holds since 2026-05-25 — tap for who they are
Same subject: The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. — tap to centre the map on it The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. — tap to centre the map on it A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment. — tap to centre the map on it Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment. Last stated 2 years ago
10 Jun 2024
BP
Brian Potter — holds since 2024-06-10 — tap for who they are
Same subject: "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. — tap to centre the map on it "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. Last stated a month ago
9 Sept 2026
EA
Emily Atkin — holds since 2026-09-09 — tap for who they are
Same subject: A ban on diesel exports would raise overall fuel prices and damage America's energy superpower status. — tap to centre the map on it A ban on diesel exports would raise overall fuel prices and damage America's energy superpower status. Last stated 3 weeks ago
1 Oct 2026
AE
Alex Epstein — holds since 2026-10-01 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. Last stated 4 months ago
30 Jun 2026
MT
Meng To — holds since 2026-06-30 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 4 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: AI agents will increasingly run on the cloud, not locally — tap to centre the map on it AI agents will increasingly run on the cloud, not locally Last stated 2 weeks ago
7 Oct 2026
GO
Gergely Orosz — holds since 2026-10-07 — tap for who they are
Same subject: A ban on U.S. diesel fuel exports is more likely to raise prices than lower them. — tap to centre the map on it A ban on U.S. diesel fuel exports is more likely to raise prices than lower them. Last stated a month ago
23 Sept 2026
JM
Josh Marshall — holds since 2026-09-23 — tap for who they are
Same subject: A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely. — tap to centre the map on it A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely. Last stated 2 months ago
22 Aug 2026
JP
Jennifer Pahlka — holds since 2026-08-22 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 2 months ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
At the centre
AI workloads are best served by clouds that bundle power, data center infrastructure and GPUs and strip out unnecessary software layers.
Holds Read this korrent →
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet.
Holds
Generative AI cannot create personal meaning in an object, because meaning comes from the time a person gives up making it for someone.
Holds
NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies.
Holds
The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds
Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment.
Holds
"Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production.
Holds
A ban on diesel exports would raise overall fuel prices and damage America's energy superpower status.
Holds
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds
Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud.
Holds
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Holds
AI agents will increasingly run on the cloud, not locally
Holds
A ban on U.S. diesel fuel exports is more likely to raise prices than lower them.
Holds
A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely.
Holds
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds