Our readingWhat is a korrent?
Drawn from what Tomasz Tunguz said
semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.
With 40% to 50% of data center projects delayed3 & billions of dollars of GPUs sitting idle in warehouses waiting for power4, plus transformer & turbine lead times measured in years5, this supply pressure shows no sign of easing in the near term.
Added to korrents 3 Nov 2026 · How quotes work · Something wrong? Tell us
Do you hold this korrent?Do you also believe this?
I hold this tooShared subject first, then similar wording. They may agree or disagree.