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← No bottleneck in the AI supply chain lasts longer than two or three years.
17 connected korrents · 15 moments on record from 18 Apr 2024 to 7 Sept 2026.
Everything filed under data centers
data centers
Everything filed under America
America
Everything filed under energy
energy
Everything filed under semiconductors
semiconductors 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: No bottleneck in the AI supply chain lasts longer than two or three years. No bottleneck in the AI supply chain lasts longer than two or three years. Last stated 5 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — 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: The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists. — tap to centre the map on it The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists. Last stated a month ago
29 Jul 2026
AW
Alexandr Wang — holds since 2026-07-29 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 3 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 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now. — tap to centre the map on it Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now. Last stated a year ago
2 Aug 2025
JT
Jacob Trefethen — holds since 2025-08-02 — tap for who they are
Same subject: AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak. — tap to centre the map on it AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak. Last stated 6 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — tap for who they are
Same subject: Once AI can do AI research, a single year should deliver four or five years worth of AI progress. — tap to centre the map on it Once AI can do AI research, a single year should deliver four or five years worth of AI progress. Last stated 4 weeks ago
11 Aug 2026
RG
Ryan Greenblatt — holds since 2026-08-11 — tap for who they are
Same subject: By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. — tap to centre the map on it By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. 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: "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: 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 3 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 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — 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 3 weeks 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
Same subject: A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. — tap to centre the map on it A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation. Last stated a year ago
13 Aug 2025
KJ
Keyu Jin — holds since 2025-08-13 — tap for who they are
Same subject: A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. — tap to centre the map on it A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade. Last stated yesterday
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
At the centre
No bottleneck in the AI supply chain lasts longer than two or three years.
Holds JH Jensen HuangRead this korrent →
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 DP Dylan Patel
The bottleneck in AI is no longer the progress of the models but their diffusion — if the models froze today, the economy would still take decades to absorb what already exists.
Holds AW Alexandr Wang
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds LT Lip-Bu Tan
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds LT Lip-Bu Tan
Not every bottleneck on medical progress is one AI can remove, and which ones will remain can be guessed at now.
Holds JT Jacob Trefethen
AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak.
Holds NF Nicole Forsgren
Once AI can do AI research, a single year should deliver four or five years worth of AI progress.
Holds RG Ryan Greenblatt
By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it.
Holds DP Dylan Patel
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
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 AV Austin Vernon
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
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 AI Alex Imas
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 CS Chris Smaje
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds CH Casey HandmerEB Eric Berger
A country cannot have radical technological breakthroughs and also refuse to tolerate uncomfortably rich people, because the financial system it resents is what funds the innovation.
Holds KJ Keyu Jin
A country's large trade deficit in manufactured goods reduces its manufacturing employment below what it would be with balanced trade.
Holds PK Paul Krugman