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← Semiconductor infrastructure has not kept up with AI's growth, and…
8 connected korrents · 7 moments on record from 10 Jan 2017 to 7 Aug 2026. Nearly all of them are about infrastructure .
Everything filed under semiconductors
semiconductors
Everything filed under America
America
Everything filed under energy
energy
Everything filed under startups
startups Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. 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: 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… Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — 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 good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling. — tap to centre the map on it A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly… Last stated 12 months ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself. — tap to centre the map on it A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as… Last stated a month ago
7 Aug 2026
MH
Max Hodak — holds since 2026-08-07 — tap for who they are
Same subject: AI is infrastructure on a par with energy and the internet, because every application, company, industry and country uses it. — tap to centre the map on it AI is infrastructure on a par with energy and the internet, because every application, company, industry and country… Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: America's accumulated road, pipe and pavement is a bad investment, and no federal spending programme can make it a good one. — tap to centre the map on it America's accumulated road, pipe and pavement is a bad investment, and no federal spending programme can make it… Last stated 10 years ago
10 Jan 2017
CM
Charles Marohn — holds since 2017-01-10 — tap for who they are
Same subject: American cities built roughly two dollars of public infrastructure for every dollar of private investment, and that ratio is what bankrupts them. — tap to centre the map on it American cities built roughly two dollars of public infrastructure for every dollar of private investment… Last stated 10 years ago
10 Jan 2017
CM
Charles Marohn — holds since 2017-01-10 — tap for who they are
Same subject: American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. — tap to centre the map on it American manufacturing output cannot meaningfully rise without first building large amounts of new electricity… Last stated a year ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
At the centre
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds LT Lip-Bu TanRead this korrent →
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds LT Lip-Bu Tan
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A good tool raises the floor of what people can build without lowering the ceiling, and almost every tool quietly lowers the ceiling.
Holds
A startup's speed is set by boring internal infrastructure — purchasing, recruiting, spending — and that matters as much as understanding the technology itself.
Holds MH Max Hodak
AI is infrastructure on a par with energy and the internet, because every application, company, industry and country uses it.
Holds JH Jensen Huang
America's accumulated road, pipe and pavement is a bad investment, and no federal spending programme can make it a good one.
Holds CM Charles Marohn
American cities built roughly two dollars of public infrastructure for every dollar of private investment, and that ratio is what bankrupts them.
Holds CM Charles Marohn
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Holds MH Molson Hart