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← The binding constraint on AI is no longer power or data centres but…
17 connected korrents · 17 moments from 3 May 2024 to 7 Oct 2026. Nearly all of them are about semiconductors .
Everything filed under data centers
data centers
Everything filed under America
America
Everything filed under energy
energy
Everything filed under the cloud
the cloud
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government 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 7 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. — tap to centre the map on it AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1. Last stated 4 weeks ago
24 Sept 2026
GO
Gergely Orosz — holds since 2026-09-24 — 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 8 months ago
10 Feb 2026
CH
Casey Handmer — holds since 2026-02-10 — tap for who they are
Same subject: NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies. — tap to centre the map on it NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies. Last stated 5 months ago
25 May 2026
SS
Salvatore Sanfilippo — holds since 2026-05-25 — 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 4 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 6 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: A semiconductor fab is mostly its tools; the building around them is the cheap part. — tap to centre the map on it A semiconductor fab is mostly its tools; the building around them is the cheap part. Last stated 2 years ago
3 May 2024
BP
Brian Potter — holds since 2024-05-03 — tap for who they are
Same subject: AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. — tap to centre the map on it AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. — tap to centre the map on it "Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production. Last stated a month ago
9 Sept 2026
EA
Emily Atkin — holds since 2026-09-09 — 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 4 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 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. — tap to centre the map on it Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud. Last stated 4 months ago
30 Jun 2026
MT
Meng To — holds since 2026-06-30 — tap for who they are
Same subject: AI agents and AI coding will run on servers and from the cloud first, not on your laptop. — tap to centre the map on it AI agents and AI coding will run on servers and from the cloud first, not on your laptop. Last stated 4 months ago
28 Jun 2026
PL
Pieter Levels — holds since 2026-06-28 — tap for who they are
Same subject: AI agents will increasingly run on the cloud, not locally — tap to centre the map on it AI agents will increasingly run on the cloud, not locally Last stated 2 weeks ago
7 Oct 2026
GO
Gergely Orosz — holds since 2026-10-07 — tap for who they are
Same subject: A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely. — tap to centre the map on it A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely. Last stated 2 months ago
22 Aug 2026
JP
Jennifer Pahlka — holds since 2026-08-22 — tap for who they are
Same subject: A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. — tap to centre the map on it A Chinese crewed landing on the Moon before America returns would be a defeat for the free world. Last stated 2 months ago
18 Aug 2026
CH
Casey Handmer — holds since 2025-10-31 — tap for who they are
EB
Eric Berger — holds since 2026-08-18 — tap for who they are
Same subject: A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. — tap to centre the map on it A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot. Last stated 2 years ago
7 Dec 2024
AL
Alon Levy — holds since 2024-12-07 — 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 Read this korrent →
AI data centers have shifted from about 1 CPU per 8 GPUs to roughly 1:4, and the ratio could shrink to 1:1.
Holds
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
NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies.
Holds
A government taking a stake in its chipmaker is ordinary infrastructure policy — Taiwan, Japan and Singapore all did it.
Holds
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
A semiconductor fab costs what it costs because it is a mass-production factory that has to hold atomic precision around the clock.
Holds
A semiconductor fab is mostly its tools; the building around them is the cheap part.
Holds
AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.
Holds
"Carbon intensity" metrics let oil companies claim climate progress even as their total emissions rise from increased production.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds
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
Agents working locally can be far more powerful than any private walled garden that exists out there in the cloud.
Holds
AI agents and AI coding will run on servers and from the cloud first, not on your laptop.
Holds
AI agents will increasingly run on the cloud, not locally
Holds
A century of fire suppression policy in the American West has dangerously overloaded forests with fuel and made megafires more likely.
Holds
A Chinese crewed landing on the Moon before America returns would be a defeat for the free world.
Holds
A city's first rail line comes in at a reasonable cost and every line after it does not, because the follow-up outgrows the in-house team that oversaw the pilot.
Holds