Our readingWhat is a korrent?
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Drawn from what Lip-Bu Tan said
What these subjects mean
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
infrastructure Building the large physical things -- reservoirs, roads, pipelines -- and why some countries have stopped being able to.