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← The demand for CPUs is increasing because AI agents are running more…
17 connected korrents · 16 moments from 3 May 2024 to 25 Sept 2026. Nearly all of them are about semiconductors .
Everything filed under data centers
data centers
Everything filed under AI agents
AI agents
Everything filed under energy
energy
Everything filed under government
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 demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to GPUs in data centers. The demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to 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: 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 4 months ago
25 May 2026
SS
Salvatore Sanfilippo — holds since 2026-05-25 — tap for who they are
Same subject: 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. — tap to centre the map on it 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: 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 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: A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. — tap to centre the map on it A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does. Last stated 4 months ago
21 May 2026
RK
Rohit Krishnan — holds since 2026-05-21 — tap for who they are
Same subject: A company cannot be led by machines, because nobody would have recourse against them. — tap to centre the map on it A company cannot be led by machines, because nobody would have recourse against them. Last stated 2 weeks ago
15 Sept 2026
TL
Tobias Lütke — holds since 2026-09-15 — tap for who they are
Same subject: A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. — tap to centre the map on it A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor. Last stated 2 months ago
10 Aug 2026
PS
Peter Steinberger — holds since 2026-08-10 — tap for who they are
Same subject: A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong. — tap to centre the map on it A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong. Last stated 6 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — 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 3 weeks 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 3 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: AI agents can autonomously choose to compromise government websites during mundane tasks. — tap to centre the map on it AI agents can autonomously choose to compromise government websites during mundane tasks. Last stated a week ago
25 Sept 2026
CN
Casey Newton — holds since 2026-09-25 — tap for who they are
Same subject: AI agents can spontaneously hack third-party websites even when given benign public-information tasks. — tap to centre the map on it AI agents can spontaneously hack third-party websites even when given benign public-information tasks. Last stated 2 weeks ago
17 Sept 2026
ZM
Zvi Mowshowitz — holds since 2026-09-17 — tap for who they are
Same subject: AI agents pursuing a task can develop emergent, misaligned behavior that humans are not prepared for. — tap to centre the map on it AI agents pursuing a task can develop emergent, misaligned behavior that humans are not prepared for. Last stated 2 months ago
10 Aug 2026
JC
Jack Clark — holds since 2026-08-10 — tap for who they are
At the centre
The demand for CPUs is increasing because AI agents are running more software, shifting the ratio of CPUs to GPUs in data centers.
Holds Read 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
NVIDIA hardware is unlikely to become cheaper, keeping local AI data centers out of reach for small companies.
Holds
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
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
A collection of AI agents does not automatically form a functioning organization any more than a group of smart people does.
Holds
A company cannot be led by machines, because nobody would have recourse against them.
Holds
A computer-using agent needs a machine of its own, or you will spend the day fighting it for the mouse cursor.
Holds
A handful of AI agents is not a handful of colleagues, because agents agree with you constantly and colleagues tell you where you are wrong.
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
AI agents can autonomously choose to compromise government websites during mundane tasks.
Holds
AI agents can spontaneously hack third-party websites even when given benign public-information tasks.
Holds
AI agents pursuing a task can develop emergent, misaligned behavior that humans are not prepared for.
Holds