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← Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts.
8 connected korrents · 7 moments on record from 18 Apr 2024 to 26 Jul 2026.
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Everything filed under semiconductors
semiconductors Everything filed under data centers
data centers 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 10 months ago
12 Nov 2025
SN
Satya Nadella — holds since 2025-11-12 — 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… Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — 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… Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Nvidia should build only what would not otherwise exist — twenty years of CUDA at a loss is the test, and the world already has plenty of clouds. — tap to centre the map on it Nvidia should build only what would not otherwise exist — twenty years of CUDA at a loss is the test, and the world… Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — 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… Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — 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 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — 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… Last stated 6 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… Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — 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 a month ago
26 Jul 2026
JH
Jensen Huang — holds since 2026-07-26 — tap for who they are