Tap a claim on the ring to put it at the centre.
← The binding constraint on AI is no longer power or data centres but…
17 connected korrents · 14 moments on record from 18 Apr 2024 to 30 Jul 2026. Nearly all of them are about data centers .
Everything filed under semiconductors
semiconductors
Everything filed under batteries
batteries
Everything filed under solar
solar
Everything filed under the cloud
the cloud
Everything filed under America
America
Everything filed under energy
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 binding constraint on AI is no longer power or data centres but the semiconductor supply chain, which has by far the longest lead times. 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 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. — tap to centre the map on it Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet. Last stated 7 months ago
10 Feb 2026
CH
Casey Handmer — holds since 2026-02-10 — 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 solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. — tap to centre the map on it A solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants. — tap to centre the map on it About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. — tap to centre the map on it After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again. Last stated a year ago
12 Jul 2025
DH
David Heinemeier Hansson — holds since 2025-07-12 — tap for who they are
Same subject: American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw. — tap to centre the map on it American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw. Last stated a year ago
30 Aug 2025
BP
Brian Potter — holds since 2025-08-21 — tap for who they are
BP
Brian Potter — no longer holds since 2025-08-30 — 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: Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. — tap to centre the map on it Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency. Last stated a month ago
30 Jul 2026
JD
Jeff Dean — holds since 2026-07-30 — tap for who they are
Same subject: The copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data. — tap to centre the map on it The copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — 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: Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. — tap to centre the map on it Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. — tap to centre the map on it Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. — tap to centre the map on it The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
At the centre
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 DP Dylan PatelRead this korrent →
Data centres in orbit will be a better business than Starlink, because an inference token is worth far more per byte than a video packet.
Holds CH Casey Handmer
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 solar-powered data centre can cut its power draw a great deal while giving up very little compute, which is how it survives a run of bad weather.
Holds CH Casey Handmer
About a fifth of the US grid could be freed for data centres just by covering the yearly peak with batteries or peaker plants.
Holds DP Dylan Patel
After the cloud exit, the next step is out of the data centre: home servers and multi-gigabit home connections make the garage startup literal again.
Holds
American data centres consume about 66 million gallons of water a day, a small fraction of what they withdraw.
No longer holds BP Brian Potter
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
Inference, not training, is now the constraint, and specialized low-energy hardware will beat general-purpose GPUs and TPUs on latency.
Holds JD Jeff Dean
The copyright problem in AI training already has a legal solution nobody is taking: train the models in Japan, where copyright does not apply to training data.
Holds DP Dylan Patel
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
Building fabs in America does not reduce dependence on Taiwan: without Hsinchu, TSMC's Arizona plant would stop producing within a couple of years.
Holds DP Dylan Patel
Completely in-sourcing semiconductor manufacturing to the United States is possible, and it would take a decade and a trillion dollars.
Holds DP Dylan Patel
The largest hole in America's GPU export controls was never physical smuggling but renting: ByteDance runs over 500,000 GPUs it does not own.
Holds DP Dylan Patel