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← Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
17 connected korrents · 17 moments from 11 Jun 2021 to 13 Sept 2026.
Everything filed under semiconductors
semiconductors
Everything filed under energy
energy
Everything filed under data centers
data centers
Everything filed under solar
solar
Everything filed under solar
solar
Everything filed under benchmarks
benchmarks 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: Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. Last stated 11 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — tap for who they are
Same subject: The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. — tap to centre the map on it The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. — tap to centre the map on it Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path. — tap to centre the map on it The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — 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: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: The business is not building a great chip; it is accelerating an algorithm domain. — tap to centre the map on it The business is not building a great chip; it is accelerating an algorithm domain. Last stated 3 months ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are
Same subject: The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. — tap to centre the map on it The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Criticism that a simpler, scaled-up architecture underperforms a heavily hand-optimized baseline actually demonstrates why that architecture-scaling research matters. — tap to centre the map on it Criticism that a simpler, scaled-up architecture underperforms a heavily hand-optimized baseline actually demonstrates why that architecture-scaling research matters. Last stated 5 years ago
11 Jun 2021
GW
Gwern — holds since 2021-06-11 — 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: "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 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — 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: Batteries are a long way from rivalling liquid fuels; superbatteries for intercontinental flight may not arrive even by 2070 — tap to centre the map on it Batteries are a long way from rivalling liquid fuels; superbatteries for intercontinental flight may not arrive even by 2070 Last stated 4 years ago
29 Nov 2022
VS
Vaclav Smil — holds since 2022-11-29 — tap for who they are
Same subject: Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow. — tap to centre the map on it Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow. Last stated 10 months ago
8 Dec 2025
CH
Casey Handmer — holds since 2023-10-11 — tap for who they are
CH
Casey Handmer — holds since 2025-12-08 — tap for who they are
Same subject: Cargo ships can be electrified with a cheap, heavy, low-performance battery, because carrying heavy things cheaply is the one thing ships are good at. — tap to centre the map on it Cargo ships can be electrified with a cheap, heavy, low-performance battery, because carrying heavy things cheaply is the one thing ships are good at. Last stated 3 years ago
by 11 May 2023
AV
Austin Vernon — holds since 2023-05-11 — tap for who they are
Same subject: American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. — tap to centre the map on it American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. Last stated 2 years ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
Same subject: Americans have repeatedly overreacted drastically to real problems like DDT, Y2K, and nuclear power, swept up in fear after one vivid incident. — tap to centre the map on it Americans have repeatedly overreacted drastically to real problems like DDT, Y2K, and nuclear power, swept up in fear after one vivid incident. Last stated 2 months ago
1 Sept 2026
TC
Tyler Cowen — holds since 2026-09-01 — tap for who they are
Same subject: Being strong, sovereign, hard-working and deeply competent, ideally also finishing ambitious infrastructure on budget and on time, makes every other problem melt away. — tap to centre the map on it Being strong, sovereign, hard-working and deeply competent, ideally also finishing ambitious infrastructure on budget and on time, makes every other problem melt away. Last stated a month ago
13 Sept 2026
TL
Tobias Lütke — holds since 2026-09-13 — tap for who they are
At the centre
Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
Holds Read this korrent →
The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy.
Holds
Falling back to older 7-nanometre chips would not rescue AI compute, because the real gap between chip generations is twentyfold, not the threefold the flops suggest.
Holds
The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path.
Holds
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds
The business is not building a great chip; it is accelerating an algorithm domain.
Holds
The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal.
Holds
Criticism that a simpler, scaled-up architecture underperforms a heavily hand-optimized baseline actually demonstrates why that architecture-scaling research matters.
Holds
"Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
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
Batteries are a long way from rivalling liquid fuels; superbatteries for intercontinental flight may not arrive even by 2070
Holds
Batteries will replace transmission as the cheapest way to keep the lights on, and the grid will shrink rather than grow.
Holds
Cargo ships can be electrified with a cheap, heavy, low-performance battery, because carrying heavy things cheaply is the one thing ships are good at.
Holds
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Holds
Americans have repeatedly overreacted drastically to real problems like DDT, Y2K, and nuclear power, swept up in fear after one vivid incident.
Holds
Being strong, sovereign, hard-working and deeply competent, ideally also finishing ambitious infrastructure on budget and on time, makes every other problem melt away.
Holds