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← The AI build-out is not yet a bubble, because it lacks the…
17 connected korrents · 13 moments on record from 18 Apr 2024 to 26 Aug 2026.
Everything filed under data centers
data centers
Everything filed under semiconductors
semiconductors
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energy 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: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways. — tap to centre the map on it 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: Broad deployment of AI that can learn on the job will very likely produce rapid economic growth for some period of time. — tap to centre the map on it Broad deployment of AI that can learn on the job will very likely produce rapid economic growth for some period of time. Last stated 9 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. — tap to centre the map on it AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners. Last stated a month ago
31 Jul 2026
PC
Patrick Collison — holds since 2026-07-31 — tap for who they are
Same subject: The absence of a visible productivity jump from AI proves nothing, because a real ten percent uplift across the board would be impressive and almost invisible from outside. — tap to centre the map on it The absence of a visible productivity jump from AI proves nothing, because a real ten percent uplift across the board would be impressive and almost invisible from outside. Last stated 2 weeks ago
26 Aug 2026
CM
Casey Muratori — holds since 2026-08-26 — tap for who they are
Same subject: It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. — tap to centre the map on it It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet. Last stated 8 months ago
1 Jan 2026
JL
Jason Lemkin — holds since 2026-01-01 — 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 11 months 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 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — 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 3 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 5 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: "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 country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
At the centre
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds DO Doug O'LaughlinRead this korrent →
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds DO Doug O'Laughlin
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds JH Jensen Huang
Semiconductor infrastructure has not kept up with AI's growth, and closing that gap needs capacity built in unconventional ways.
Holds LT Lip-Bu Tan
Broad deployment of AI that can learn on the job will very likely produce rapid economic growth for some period of time.
Holds IS Ilya Sutskever
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds LT Lip-Bu Tan
AI will not centralise the economy into a handful of companies; there are going to be many thousands of winners.
Holds
The absence of a visible productivity jump from AI proves nothing, because a real ten percent uplift across the board would be impressive and almost invisible from outside.
Holds CM Casey Muratori
It is still early in AI go-to-market: the markets have not hardened and the good tools do not exist yet.
Holds JL Jason Lemkin
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds AV Austin Vernon
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds LT Lip-Bu Tan
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 JH Jensen Huang
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds BP Brian Potter
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje