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← Nvidia should build only what would not otherwise exist — twenty years…
17 connected korrents · 15 moments from 1 Jun 2022 to 4 Nov 2026.
Everything filed under semiconductors
semiconductors
Everything filed under data centers
data centers
Everything filed under Japan
Japan
Everything filed under investing
investing 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: 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. 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. Last stated 7 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — tap for who they are
Same subject: A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. — tap to centre the map on it A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense. Last stated 8 months ago
5 Mar 2026
JP
Joseph Politano — holds since 2026-03-05 — 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 5 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 7 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 3 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 3 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: Agentic AI is becoming almost as big a CPU story as a GPU story. — tap to centre the map on it Agentic AI is becoming almost as big a CPU story as a GPU story. Last stated 6 months ago
24 Apr 2026
AJ
Andy Jassy — holds since 2026-04-24 — 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 a month ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — tap for who they are
Same subject: AI is the miracle material of this era, as steel and semiconductors were of theirs; those who master it will define the era. — tap to centre the map on it AI is the miracle material of this era, as steel and semiconductors were of theirs; those who master it will define the era. Last stated 10 months ago
22 Dec 2025
IZ
Ivan Zhao — holds since 2025-12-22 — tap for who they are
Same subject: A company with a huge existing user base can keep funding AI data centers as long as its AI app's download numbers look healthy and it tops the charts, whatever its retention. — tap to centre the map on it A company with a huge existing user base can keep funding AI data centers as long as its AI app's download numbers look healthy and it tops the charts, whatever its retention. Last stated 2 weeks ago
21 Oct 2026
RB
Ryan Broderick — holds since 2026-10-21 — 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 a year 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 3 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A country is primarily for its native people — tap to centre the map on it A country is primarily for its native people Last stated a year ago
15 Sept 2025
DH
David Heinemeier Hansson — holds since 2025-09-15 — tap for who they are
Same subject: American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. — tap to centre the map on it American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid. Last stated 3 years ago
3 Jan 2024
AV
Austin Vernon — holds since 2024-01-03 — tap for who they are
Same subject: China looks more like Japan than it did 10 or 5 years ago. — tap to centre the map on it China looks more like Japan than it did 10 or 5 years ago. Last stated yesterday
4 Nov 2026
NS
Noah Smith — holds since 2026-11-04 — tap for who they are
Same subject: A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. — tap to centre the map on it A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now. Last stated 11 months ago
9 Dec 2025
HM
Howard Marks — holds since 2025-12-09 — tap for who they are
Same subject: A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. — tap to centre the map on it A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate. Last stated 4 years ago
1 Jun 2022
OB
Olivier Blanchard — holds since 2022-06-01 — tap for who they are
Same subject: A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. — tap to centre the map on it A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar. Last stated 2 weeks ago
21 Oct 2026
BD
Brad DeLong — holds since 2026-10-21 — tap for who they are
At the centre
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.
Holds Read this korrent →
A country's dominance in an irreplaceable industry can deter a dependent rival from attacking it while making a dependent ally more likely to come to its defense.
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
Agentic AI is becoming almost as big a CPU story as a GPU story.
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
AI is the miracle material of this era, as steel and semiconductors were of theirs; those who master it will define the era.
Holds
A company with a huge existing user base can keep funding AI data centers as long as its AI app's download numbers look healthy and it tops the charts, whatever its retention.
Holds
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds
A country is primarily for its native people
Holds
American shipyards are unproductive rather than expensive: their workers are paid about what Korean and Japanese shipyard workers are paid.
Holds
China looks more like Japan than it did 10 or 5 years ago.
Holds
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Holds
A central bank can eliminate a self-fulfilling ('sunspot') debt crisis simply by credibly committing to buy as many bonds as needed at the low interest rate.
Holds
A contested or overturned election would permanently damage America's animal spirits, investment, productivity growth, Treasury yields, and the dollar.
Holds