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← Inference, not training, is now the constraint, and specialized…
17 connected korrents · 15 moments from 14 Dec 2023 to 24 Sept 2026. Nearly all of them are about semiconductors .
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energy
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design 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: Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. Last stated 3 months 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: 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: 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 6 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: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — 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: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. — tap to centre the map on it An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave. Last stated 4 months ago
1 Jul 2026
KB
Kent Beck — holds since 2026-07-01 — 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: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 4 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once. — tap to centre the map on it A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — 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: 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 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: AI data centers are resulting in lower electricity prices for consumers. — tap to centre the map on it AI data centers are resulting in lower electricity prices for consumers. Last stated a month ago
14 Sept 2026
EM
Elon Musk — holds since 2026-09-14 — tap for who they are
Same subject: AI data centers function mainly as a new way to sustain natural gas demand for an oil-and-gas industry facing declining gasoline demand. — tap to centre the map on it AI data centers function mainly as a new way to sustain natural gas demand for an oil-and-gas industry facing declining gasoline demand. Last stated a month ago
15 Sept 2026
BM
Bill McKibben — holds since 2026-09-15 — tap for who they are
At the centre
Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency.
Holds Read this korrent →
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.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
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.
Holds
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
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
AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.
Holds
An outside expert's understanding of somebody else's problem is bounded, because they do not have to live with the design after they leave.
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
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds
A solar system holding a trillion humans is the right thing to aim at, because a population that size would have a thousand Mozarts and a thousand Einsteins alive at once.
Holds
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.
Holds
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds
AI data centers are resulting in lower electricity prices for consumers.
Holds
AI data centers function mainly as a new way to sustain natural gas demand for an oil-and-gas industry facing declining gasoline demand.
Holds