korrents

A korrentour readingWhat is a korrent?

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.

Drawn from what Casey Handmer said

solar
A private bookmark. Not a position, and never counted.

What Casey Handmer actually said

Word for word, with the source under each one. They did not write this page.

  1. Casey Handmer

    Physicist, formerly at NASA's Jet Propulsion Laboratory

    They're focused on the chips, right? Because they understand like the key bottleneck is the chips, not the solar power, right?

Added to korrents 15 Aug 2025 · How quotes work · Something wrong? Tell us

Do you hold this korrent?Do you also believe this?

Sign in to record that you hold this, with a confidence number of your own.

Related korrents

Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.

On the map

Loading the map… or open it on its own page

Open the map on its own page →