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← The CPU capacity shortage is expected to persist for multiple quarters.

17 connected korrents · 15 moments from 21 Feb 2023 to 27 Sept 2026.

Everything filed under the cloud the cloud Everything filed under semiconductors semiconductors Everything filed under data centers data centers Everything filed under privacy privacy Everything filed under SaaS SaaS Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The CPU capacity shortage is expected to persist for multiple quarters. The CPU capacity shortage is expected topersist for multiple quarters. Last stated a week ago 24 Sept 2026 GO Gergely Orosz — holds since 2026-09-24 — tap for who they are Same subject: AI adoption is causing a shortage of CPUs, making them difficult to source and increasing prices. — tap to centre the map on it AI adoption is causing a shortage ofCPUs, making them difficult tosource and increasing prices. Last stated a week ago 24 Sept 2026 GO Gergely Orosz — holds since 2026-09-24 — tap for who they are Same subject: The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches. — tap to centre the map on it The rush to build high-bandwidthmemory starves ordinary DRAM andNAND of capacity, so AI demandtightens the memory markets it nevertouches. Last stated 3 years ago 3 Mar 2024 DO Doug O'Laughlin — holds since 2024-03-03 — tap for who they are Same subject: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. — tap to centre the map on it There is no AI bubble on the demandside: the shortage of computingcapacity is global, and spans everycompany and industry. Last stated 9 months ago 8 Jan 2026 JH Jensen Huang — holds since 2026-01-08 — tap for who they are Same subject: CPU performance keeps improving quickly rather than stagnating. — tap to centre the map on it CPU performance keeps improvingquickly rather than stagnating. Last stated 2 weeks ago 19 Sept 2026 DL Daniel Lemire — holds since 2026-09-19 — tap for who they are Same subject: The demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to GPUs in data centers. — tap to centre the map on it The demand for CPUs is increasingbecause AI agents are running moresoftware, shifting the ratio of CPUsto GPUs in data centers. Last stated a week ago 24 Sept 2026 GO Gergely Orosz — holds since 2026-09-24 — tap for who they are Same subject: The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. — tap to centre the map on it The reason we cannot simply makemore memory is that there is nowhereto put the tools, and a fab takestwo years to build. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — tap for who they are Same subject: The way to invest in semiconductors is to find where the bottleneck is, and right now the bottleneck is power and thermal. — tap to centre the map on it The way to invest in semiconductorsis to find where the bottleneck is,and right now the bottleneck ispower and thermal. Last stated 3 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: TSMC would rather give wafers to a slow, stable CPU business than to its fastest-growing AI customer. — tap to centre the map on it TSMC would rather give wafers to aslow, stable CPU business than toits fastest-growing AI customer. Last stated 7 months ago 13 Mar 2026 DP Dylan Patel — holds since 2026-03-13 — 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 onservers and from the cloud first,not on your laptop. Last stated 3 months ago 28 Jun 2026 PL Pieter Levels — holds since 2026-06-28 — tap for who they are Same subject: AI agents need to run in a VM or the cloud rather than locally on the desktop — tap to centre the map on it AI agents need to run in a VM or thecloud rather than locally on thedesktop Last stated 3 weeks ago 8 Sept 2026 GO Gergely Orosz — holds since 2026-09-08 — tap for who they are Same subject: AI is too critical to be delivered only as a centralized, hosted service. — tap to centre the map on it AI is too critical to be deliveredonly as a centralized, hostedservice. Last stated 5 months ago 14 May 2026 SS Salvatore Sanfilippo — holds since 2026-05-14 — tap for who they are Same subject: Apple will avoid entering the enterprise and cloud AI model markets. — tap to centre the map on it Apple will avoid entering theenterprise and cloud AI modelmarkets. Last stated 2 years ago 18 May 2024 VM Varun Raj Manoharan — holds since 2024-05-18 — tap for who they are Same subject: Avoiding sending prompts and code to external services is the strongest reason to use local AI models instead of cloud ones. — tap to centre the map on it Avoiding sending prompts and code toexternal services is the strongestreason to use local AI modelsinstead of cloud ones. Last stated 6 months ago 9 Apr 2026 EB Emanuele Bartolesi — holds since 2026-04-09 — tap for who they are Same subject: A company can lead its industry on values like privacy and user respect without actually excelling at them — tap to centre the map on it A company can lead its industry onvalues like privacy and user respectwithout actually excelling at them Last stated 6 months ago 1 Apr 2026 MA Marco Arment — holds since 2026-04-01 — tap for who they are Same subject: Client-side image editing software like Photoshop and Lightroom will be obsolete by the end of the year. — tap to centre the map on it Client-side image editing softwarelike Photoshop and Lightroom will beobsolete by the end of the year. Last stated 5 days ago 27 Sept 2026 DH David Heinemeier Hansson — holds since 2026-09-27 — tap for who they are Same subject: Not using own servers is financial malpractice for mid-sized SaaS businesses — tap to centre the map on it Not using own servers is financialmalpractice for mid-sized SaaSbusinesses Last stated 4 years ago 21 Feb 2023 DH David Heinemeier Hansson — holds since 2023-02-21 — tap for who they are Same subject: "Too expensive" is never the real reason a customer cancels, because they already decided the price was acceptable when they bought. — tap to centre the map on it "Too expensive" is never the realreason a customer cancels, becausethey already decided the price wasacceptable when they bought. Last stated 8 months ago 25 Jan 2026 JC Jason Cohen — holds since 2026-01-25 — tap for who they are
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At the centre The CPU capacity shortage is expected to persist for multiple quarters. Last stated 24 Sept 2026 · a week ago Holds Gergely Orosz Read this korrent →