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← Data centres in orbit will be a better business than Starlink, because…
17 connected korrents · 14 moments on record from 18 Apr 2024 to 30 Jul 2026. Nearly all of them are about data centers .
Everything filed under semiconductors
semiconductors
Everything filed under batteries
batteries
Everything filed under solar
solar
Everything filed under the cloud
the cloud
Everything filed under America
America
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: 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.
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 7 months ago
10 Feb 2026
CH
Casey Handmer — holds since 2026-02-10 — 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 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Last stated 11 months ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — 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: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. — tap to centre the map on it
A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather.
Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants. — tap to centre the map on it
About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants.
Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw. — tap to centre the map on it
American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.
Last stated a year ago
30 Aug 2025
BP
Brian Potter — holds since 2025-08-21 — tap for who they are
BP
Brian Potter — no longer holds since 2025-08-30 — 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 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud. — tap to centre the map on it
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock. — tap to centre the map on it
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. — tap to centre the map on it
Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency.
Last stated a month ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: The copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data. — tap to centre the map on it
The copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data.
Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — 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 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. — tap to centre the map on it
Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years.
Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. — tap to centre the map on it
Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars.
Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. — tap to centre the map on it
The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own.
Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
same subject or similar wording a cloud: claims about one subject, named for it bar: when it was last stated, on a scale from 2015 to today — full is today a face: someone on record holding the claim — tap it for who they are faded, dashed ring: they no longer hold it — they changed their mind
At the centre
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 10 Feb 2026 · 7 months ago
Holds CH Casey Handmer
Read this korrent →
Same subject: data centers, semiconductors
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 13 Mar 2026 · 6 months ago
Holds DP Dylan Patel
Same subject: data centers
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Last stated 11 Oct 2025 · 11 months ago
Holds AM Andy Masley
Same subject: data centers
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Last stated 18 Apr 2024 · 2 years ago
Holds AV Austin Vernon
Same subject: data centers
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Last stated 18 Apr 2024 · 2 years ago
Holds AV Austin Vernon
Same subject: data centers
A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather.
Last stated 15 Aug 2025 · a year ago
Holds CH Casey Handmer
Same subject: data centers
About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants.
Last stated 13 Mar 2026 · 6 months ago
Holds DP Dylan Patel
Same subject: data centers
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Last stated 12 Jul 2025 · a year ago
Holds David Heinemeier Hansson
Same subject: data centers
American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.
Last stated 30 Aug 2025 · a year ago
No longer holds BP Brian Potter
Same subject: semiconductors
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Last stated 18 Jun 2026 · 3 months ago
Holds LT Lip-Bu Tan
Same subject: semiconductors
A homebuilt accelerator forces you to be your own operator; Nvidia systems are designed for anyone to operate, which is why they are in every cloud.
Last stated 15 Apr 2026 · 5 months ago
Holds JH Jensen Huang
Same subject: semiconductors
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Last stated 3 May 2024 · 2 years ago
Holds BP Brian Potter
Same subject: energy
Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency.
Last stated 30 Jul 2026 · a month ago
Holds JD Jeff Dean
Same subject: energy
The copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data.
Last stated 3 Feb 2025 · 2 years ago
Holds DP Dylan Patel
Same subject: energy
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Last stated 30 Jun 2026 · 2 months ago
Holds CS Chris Smaje
Same subject: America
Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years.
Last stated 3 Feb 2025 · 2 years ago
Holds DP Dylan Patel
Same subject: America
Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars.
Last stated 3 Feb 2025 · 2 years ago
Holds DP Dylan Patel
Same subject: America
The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own.
Last stated 3 Feb 2025 · 2 years ago
Holds DP Dylan Patel