Tap a claim on the ring to put it at the centre.
← Semiconductor infrastructure has not kept up with AI's growth, and…
17 connected korrents · 16 moments from 29 Jun 2023 to 24 Sept 2026. Nearly all of them are about semiconductors .
Everything filed under infrastructure
infrastructure
Everything filed under data centers
data centers
Everything filed under design
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: 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 4 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 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: Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. — tap to centre the map on it Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip. Last stated 3 years ago
29 Jun 2023
GH
George Hotz — holds since 2023-06-29 — 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 city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. — tap to centre the map on it A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. Last stated 2 years ago
7 Dec 2024
AL
Alon Levy — holds since 2024-12-07 — 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 lowers the ceiling. Last stated a year ago
18 Sept 2025
TL
Tobias Lütke — holds since 2025-09-18 — tap for who they are
Same subject: A maritime chokepoint crisis permanently redirects long-term pipeline and terminal investment, not just short-term oil prices. — tap to centre the map on it A maritime chokepoint crisis permanently redirects long-term pipeline and terminal investment, not just short-term oil prices. Last stated a month ago
18 Sept 2026
BD
Brad DeLong — holds since 2026-09-18 — 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 uses it. Last stated 9 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — 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 generation. Last stated 2 years ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
Same subject: Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment. — tap to centre the map on it Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment. Last stated 2 years ago
10 Jun 2024
BP
Brian Potter — holds since 2024-06-10 — tap for who they are
Same subject: The current AI data-center buildout is the biggest and fastest-growing infrastructure project in living memory. — tap to centre the map on it The current AI data-center buildout is the biggest and fastest-growing infrastructure project in living memory. Last stated 2 months ago
11 Aug 2026
DT
Derek Thompson — holds since 2026-08-11 — tap for who they are
Same subject: The environmental harm caused by data centres comes from how the industry chooses to build them, not from anything inherent to computing infrastructure. — tap to centre the map on it The environmental harm caused by data centres comes from how the industry chooses to build them, not from anything inherent to computing infrastructure. Last stated 5 months ago
13 May 2026
KJ
Ketan Joshi — holds since 2026-05-13 — 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 Read this korrent →
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
Anyone who cannot write a full software stack for NVIDIA's generic GPUs has no chance of writing one for their own, more specialised, AI chip.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds
A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot.
Holds
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 maritime chokepoint crisis permanently redirects long-term pipeline and terminal investment, not just short-term oil prices.
Holds
AI is infrastructure on a par with energy and the internet, because every application, company, industry and country uses it.
Holds
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Holds
Data centres and the grid that feeds them run on incompatible clocks: one is a two-year project, the other a multi-decade investment.
Holds
The current AI data-center buildout is the biggest and fastest-growing infrastructure project in living memory.
Holds
The environmental harm caused by data centres comes from how the industry chooses to build them, not from anything inherent to computing infrastructure.
Holds