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← The AI hyperscalers' purchase commitments for chips and power are a…
17 connected korrents · 14 moments from 18 Mar 2024 to 21 Oct 2026.
Everything filed under Anthropic
Anthropic
Everything filed under OpenAI
OpenAI
Everything filed under scaling laws
scaling laws
Everything filed under semiconductors
semiconductors
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LLMs
Everything filed under solar
solar
Everything filed under data centers
data centers 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 hyperscalers' purchase commitments for chips and power are a form of de facto debt that does not appear on their balance sheets. The AI hyperscalers' purchase commitments for chips and power are a form of de facto debt that does not appear on their balance sheets. Last stated 3 months ago
13 Aug 2026
RW
Robin Wigglesworth — holds since 2026-08-13 — tap for who they are
Same subject: Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive. — tap to centre the map on it Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive. Last stated 2 weeks ago
15 Oct 2026
NS
Noah Smith — holds since 2026-10-15 — tap for who they are
Same subject: The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path. — tap to centre the map on it The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. — tap to centre the map on it If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it. Last stated 9 months ago
13 Feb 2026
DA
Dario Amodei — holds since 2026-02-13 — tap for who they are
Same subject: The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. — tap to centre the map on it The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: If AI hardware depreciates faster than assumed, the economics of the debt-financed AI capex boom invert and today's leverage turns reckless. — tap to centre the map on it If AI hardware depreciates faster than assumed, the economics of the debt-financed AI capex boom invert and today's leverage turns reckless. Last stated a month ago
16 Sept 2026
BD
Brad DeLong — holds since 2026-09-16 — tap for who they are
Same subject: Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. — tap to centre the map on it Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one. — tap to centre the map on it The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one. Last stated 4 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: AI models are not commodities, and people who think they are fungible have not actually used them. — tap to centre the map on it AI models are not commodities, and people who think they are fungible have not actually used them. Last stated 2 months ago
6 Sept 2026
AA
Anish Acharya — holds since 2026-09-06 — tap for who they are
Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. Last stated a week ago
21 Oct 2026
PS
Peter Steinberger — holds since 2026-10-21 — tap for who they are
Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. Last stated 3 years ago
18 Mar 2024
SA
Sam Altman — holds since 2024-03-18 — tap for who they are
Same subject: "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. — tap to centre the map on it "Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next. Last stated 11 months ago
25 Nov 2025
IS
Ilya Sutskever — holds since 2025-11-25 — tap for who they are
Same subject: A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. — tap to centre the map on it A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number. Last stated 4 months ago
26 Jun 2026
NB
Noam Brown — holds since 2026-06-26 — tap for who they are
Same subject: A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. — tap to centre the map on it A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from. Last stated 8 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
Same subject: A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. — tap to centre the map on it A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year. Last stated 2 months ago
3 Sept 2026
DR
Dax Raad — holds since 2026-09-03 — tap for who they are
Same subject: A skill is a set of repeatable, specific instructions that augments what Claude Code can do. — tap to centre the map on it A skill is a set of repeatable, specific instructions that augments what Claude Code can do. Last stated 7 months ago
19 Mar 2026
KP
Kris Puckett — holds since 2026-03-19 — tap for who they are
At the centre
The AI hyperscalers' purchase commitments for chips and power are a form of de facto debt that does not appear on their balance sheets.
Holds Read this korrent →
Increased borrowing by hyperscalers creates a financial danger where they might default on debt if revenue does not arrive.
Holds
The binding constraint on the AI build-out is chips, not power, which is why not having a solar panel factory will never be on the critical path.
Holds
If a lab is off by a single year in its revenue forecast, no hedge on Earth stops the compute it already bought from bankrupting it.
Holds
The binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times.
Holds
If AI hardware depreciates faster than assumed, the economics of the debt-financed AI capex boom invert and today's leverage turns reckless.
Holds
Hundreds of billions of dollars of AI value rest on about a billion dollars of lithography tooling that cannot be scaled quickly.
Holds
The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.
Holds
AI models are not commodities, and people who think they are fungible have not actually used them.
Holds
A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week.
Holds
A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests.
Holds
Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers.
Holds
"Scaling" was powerful because it was one word: naming a research direction is what tells a whole field what to do next.
Holds
A benchmark result should be reported under a stated budget, or as a curve against test-time compute — never as a single number.
Holds
A lab should spend most of its compute on research rather than on building the next model, because research is where the tenfold yearly efficiency gains come from.
Holds
"I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out.
Holds
A benchmark that ranks Claude Code last while it stays first in use is measuring the wrong thing, and has been for a year.
Holds
A skill is a set of repeatable, specific instructions that augments what Claude Code can do.
Holds