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← The binding constraint on AI is not chips but the physical plant…
17 connected korrents · 15 moments from 2 Apr 2021 to 22 Sept 2026.
Everything filed under data centers
data centers
Everything filed under batteries
batteries
Everything filed under nuclear power
nuclear power
Everything filed under energy
energy
Everything filed under semiconductors
semiconductors
Everything filed under AI agents
AI agents
Everything filed under solar
solar
Everything filed under the cloud
the cloud
Everything filed under climate change
climate change In tension In tension 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 binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking. The binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking. Last stated 2 months ago
29 Aug 2026
EM
Elon Musk — holds since 2026-08-29 — tap for who they are
In tension: Data centres will end up net suppliers of power to their communities, because a solar plant big enough to keep the machines running spills most of what it makes. — tap to centre the map on it Data centres will end up net suppliers of power to their communities, because a solar plant big enough to keep the machines running spills most of what it makes. Last stated 10 months ago
8 Dec 2025
CH
Casey Handmer — holds since 2025-12-08 — tap for who they are
In tension: The cost of compute is the only intrinsic limit on AI self-replication; every other constraint on agents will have to be built by humans. — tap to centre the map on it The cost of compute is the only intrinsic limit on AI self-replication; every other constraint on agents will have to be built by humans. Last stated 2 months ago
1 Sept 2026
DB
Dean W. Ball — holds since 2026-09-01 — 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: The large-scale AI compute buildout may turn out to be a temporary phase rather than a permanent necessity. — tap to centre the map on it The large-scale AI compute buildout may turn out to be a temporary phase rather than a permanent necessity. Last stated 2 months ago
17 Aug 2026
KK
Kevin Kelly — holds since 2026-08-17 — tap for who they are
Same subject: The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. — tap to centre the map on it The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy. Last stated 7 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: 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 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: AI will likely be run in the cloud rather than on native AI PCs. — tap to centre the map on it AI will likely be run in the cloud rather than on native AI PCs. Last stated a month ago
22 Sept 2026
MS
M.G. Siegler — holds since 2026-09-22 — tap for who they are
Same subject: Human brains are doing something fundamentally different from today's AI, and the evidence is that they run on roughly twenty watts. — tap to centre the map on it Human brains are doing something fundamentally different from today's AI, and the evidence is that they run on roughly twenty watts. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. — tap to centre the map on it By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it. Last stated 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Apple's risk is being reduced to hardware: people keep buying the best phone while everything they do on it comes from someone else's model. — tap to centre the map on it Apple's risk is being reduced to hardware: people keep buying the best phone while everything they do on it comes from someone else's model. Last stated a year ago
2 Sept 2025
BE
Benedict Evans — holds since 2025-09-02 — tap for who they are
Same subject: Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one. — tap to centre the map on it Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one. Last stated 6 years ago
2 Apr 2021
BF
Bjorn Fehrm — holds since 2021-04-02 — tap for who they are
Same subject: China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone. — tap to centre the map on it China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone. Last stated 3 months ago
29 Jul 2026
DW
Dan Wang — holds since 2024-01-23 — tap for who they are
AT
Adam Tooze — holds since 2026-07-29 — tap for who they are
Same subject: America stopped building reactors because Three Mile Island was mismanaged as a public-relations event, not because anyone was harmed by it. — tap to centre the map on it America stopped building reactors because Three Mile Island was mismanaged as a public-relations event, not because anyone was harmed by it. Last stated 2 months ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset. — tap to centre the map on it Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset. Last stated 2 months ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: Most of the nuclear industry is a modelling and simulation business producing paper reactors, not a business that builds them. — tap to centre the map on it Most of the nuclear industry is a modelling and simulation business producing paper reactors, not a business that builds them. Last stated 2 months ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: A Mars base is not a backup plan for climate change or nuclear war, because self-sufficiency there is centuries away. — tap to centre the map on it A Mars base is not a backup plan for climate change or nuclear war, because self-sufficiency there is centuries away. Last stated 2 years ago
22 Dec 2024
AF
Adam Frank — holds since 2024-12-22 — tap for who they are
At the centre
The binding constraint on AI is not chips but the physical plant around them — power, transformers, cooling and networking.
Holds Read this korrent →
Data centres will end up net suppliers of power to their communities, because a solar plant big enough to keep the machines running spills most of what it makes.
Holds
The cost of compute is the only intrinsic limit on AI self-replication; every other constraint on agents will have to be built by humans.
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
The large-scale AI compute buildout may turn out to be a temporary phase rather than a permanent necessity.
Holds
The world can make roughly 200 gigawatts of AI chips a year by 2030, which makes a gigawatt a week a plausible quarter of the market rather than a fantasy.
Holds
The binding constraints on AI's growth are power, helium and memory — and almost nobody has noticed the helium one.
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
AI will likely be run in the cloud rather than on native AI PCs.
Holds
Human brains are doing something fundamentally different from today's AI, and the evidence is that they run on roughly twenty watts.
Holds
By the end of this decade the ceiling on AI compute is set by ASML, the lowest rung of the supply chain, and not by anything above it.
Holds
Apple's risk is being reduced to hardware: people keep buying the best phone while everything they do on it comes from someone else's model.
Holds
Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one.
Holds
China's industrial lead was manufactured by deliberate state industrial policy rather than by market forces alone.
Holds
America stopped building reactors because Three Mile Island was mismanaged as a public-relations event, not because anyone was harmed by it.
Holds
Most nuclear companies will not have this solved by 2031, and many still will not by 2035, because they have the wrong mindset.
Holds
Most of the nuclear industry is a modelling and simulation business producing paper reactors, not a business that builds them.
Holds
A Mars base is not a backup plan for climate change or nuclear war, because self-sufficiency there is centuries away.
Holds