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← The bottleneck on America's AI buildout is transmitting power, not…
17 connected korrents · 12 moments on record from 10 Nov 2023 to 7 Sept 2026. Nearly all of them are about America .
Everything filed under energy
energy
Everything filed under nuclear power
nuclear power
Everything filed under tariffs
tariffs
Everything filed under data centers
data centers
Everything filed under solar
solar
Everything filed under China
China 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 bottleneck on America's AI buildout is transmitting power, not generating it: in parts of the US, moving electricity costs more than making it. The bottleneck on America's AI buildout is transmitting power, not generating it: in parts of the US, moving electricity costs more than making it. Last stated 2 years ago
3 Feb 2025
DP
Dylan Patel — holds since 2025-02-03 — tap for who they are
Same subject: American electricity generation per person has been flat since 2000 while China's has quadrupled, and manufacturing is why. — tap to centre the map on it American electricity generation per person has been flat since 2000 while China's has quadrupled, and manufacturing is why. Last stated a year ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
Same subject: American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. — tap to centre the map on it American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation. Last stated a year ago
6 Apr 2025
MH
Molson Hart — holds since 2025-04-06 — tap for who they are
Same subject: Data centre opposition only pushes construction to the parts of America that regulate energy and pollution least. — tap to centre the map on it Data centre opposition only pushes construction to the parts of America that regulate energy and pollution least. Last stated 4 weeks ago
10 Aug 2026
TP
Thomas Ptacek — holds since 2026-08-10 — tap for who they are
Same subject: Data centres had not raised the average American household's electricity bill as of 2025; inflation and the gas-price shock did. — tap to centre the map on it Data centres had not raised the average American household's electricity bill as of 2025; inflation and the gas-price shock did. Last stated 11 months ago
10 Oct 2025
AM
Andy Masley — holds since 2025-10-10 — tap for who they are
Same subject: Delay in permitting clean energy kills more Americans every year than the September 11 attacks did. — tap to centre the map on it Delay in permitting clean energy kills more Americans every year than the September 11 attacks did. Last stated 3 years ago
10 Nov 2023
CH
Casey Handmer — holds since 2023-11-10 — tap for who they are
Same subject: Tariffs are beside the point in the energy race with China; what is actually costing America is environmental regulation, and Texas is out-deploying California ten to one because of it. — tap to centre the map on it Tariffs are beside the point in the energy race with China; what is actually costing America is environmental regulation, and Texas is out-deploying California ten to one because of it. Last stated a year ago
15 Aug 2025
CH
Casey Handmer — holds since 2025-08-15 — tap for who they are
Same subject: The American states with the fastest electricity load growth saw prices fall rather than rise. — tap to centre the map on it The American states with the fastest electricity load growth saw prices fall rather than rise. Last stated 11 months ago
10 Oct 2025
AM
Andy Masley — holds since 2025-10-10 — tap for who they are
Same subject: The era in which Europe bought its energy from Russia, had its goods made in China and left its security to the United States is over. — tap to centre the map on it The era in which Europe bought its energy from Russia, had its goods made in China and left its security to the United States is over. Last stated 2 years ago
25 Apr 2024
EM
Emmanuel Macron — holds since 2024-04-25 — 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 3 weeks 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 3 weeks ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: Nuclear safety should be pursued by reducing the consequence of an accident rather than its odds, because something unpredictable always happens. — tap to centre the map on it Nuclear safety should be pursued by reducing the consequence of an accident rather than its odds, because something unpredictable always happens. Last stated 3 weeks ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland. — tap to centre the map on it A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland. Last stated 2 years ago
9 Nov 2024
CH
Casey Handmer — holds since 2024-11-09 — tap for who they are
Same subject: AI coding agents pulling unknown code onto corporate networks will be exploited, and it will take the shape of a supply-chain attack. — tap to centre the map on it AI coding agents pulling unknown code onto corporate networks will be exploited, and it will take the shape of a supply-chain attack. Last stated 3 days ago
4 Sept 2026
BS
Bruce Schneier — holds since 2026-09-04 — tap for who they are
Same subject: Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all. — tap to centre the map on it Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all. Last stated 2 years ago
9 Nov 2024
CH
Casey Handmer — holds since 2024-11-09 — tap for who they are
Same subject: Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. — tap to centre the map on it Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home. Last stated a year ago
14 Apr 2025
JC
John H. Cochrane — holds since 2025-04-14 — tap for who they are
Same subject: Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements. — tap to centre the map on it Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements. Last stated today
7 Sept 2026
PK
Paul Krugman — holds since 2026-09-07 — tap for who they are
Same subject: The cure for the trade deficit is to tax consumption instead of saving and investment, and to stop borrowing to fund consumption. — tap to centre the map on it The cure for the trade deficit is to tax consumption instead of saving and investment, and to stop borrowing to fund consumption. Last stated a year ago
14 Apr 2025
JC
John H. Cochrane — holds since 2025-04-14 — tap for who they are
At the centre
The bottleneck on America's AI buildout is transmitting power, not generating it: in parts of the US, moving electricity costs more than making it.
Holds DP Dylan PatelRead this korrent →
American electricity generation per person has been flat since 2000 while China's has quadrupled, and manufacturing is why.
Holds MH Molson Hart
American manufacturing output cannot meaningfully rise without first building large amounts of new electricity generation.
Holds MH Molson Hart
Data centre opposition only pushes construction to the parts of America that regulate energy and pollution least.
Holds
Data centres had not raised the average American household's electricity bill as of 2025; inflation and the gas-price shock did.
Holds AM Andy Masley
Delay in permitting clean energy kills more Americans every year than the September 11 attacks did.
Holds CH Casey Handmer
Tariffs are beside the point in the energy race with China; what is actually costing America is environmental regulation, and Texas is out-deploying California ten to one because of it.
Holds CH Casey Handmer
The American states with the fastest electricity load growth saw prices fall rather than rise.
Holds AM Andy Masley
The era in which Europe bought its energy from Russia, had its goods made in China and left its security to the United States is over.
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 IT Isaiah Taylor
Most of the nuclear industry is a modelling and simulation business producing paper reactors, not a business that builds them.
Holds IT Isaiah Taylor
Nuclear safety should be pursued by reducing the consequence of an accident rather than its odds, because something unpredictable always happens.
Holds IT Isaiah Taylor
A solar panel is a manufactured object that produces wealth rather than consuming it, at a hundred times the rate of the best farmland.
Holds CH Casey Handmer
AI coding agents pulling unknown code onto corporate networks will be exploited, and it will take the shape of a supply-chain attack.
Holds BS Bruce Schneier
Below about a thousand dollars a kilowatt of capital cost, the right way to run a plant is intermittently on raw solar with no batteries at all.
Holds CH Casey Handmer
Cutting off trade with tariffs would force a huge interest-rate spike and probably a debt crisis, because the budget deficit would have to be financed at home.
Holds JC John H. Cochrane
Reducing trade deficits and reviving manufacturing would not end the resentment fueling right-wing authoritarian movements.
Holds PK Paul Krugman
The cure for the trade deficit is to tax consumption instead of saving and investment, and to stop borrowing to fund consumption.
Holds JC John H. Cochrane