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← The hyperscalers are not sensitive to the cost of power at all; they…

17 connected korrents · 17 moments from 2 Apr 2021 to 18 Oct 2026.

Everything filed under energy energy Everything filed under solar solar Everything filed under the cloud the cloud Everything filed under batteries batteries Everything filed under startups startups Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. The hyperscalers are not sensitive to thecost of power at all; they are sensitiveonly to whether power is available. Last stated a year ago 15 Aug 2025 CH Casey Handmer — holds since 2025-08-15 — tap for who they are Same subject: Scaling down is half of scalability: cost and capacity should track load in both directions, right down to a service that is nearly free to run. — tap to centre the map on it Scaling down is half of scalability:cost and capacity should track loadin both directions, right down to aservice that is nearly free to run. Last stated 6 months ago 22 Apr 2026 MK Martin Kleppmann — holds since 2026-04-22 — tap for who they are Same subject: That data centres have not raised national electricity prices so far is no promise that they never will. — tap to centre the map on it That data centres have not raisednational electricity prices so faris no promise that they never will. Last stated a year ago 10 Oct 2025 AM Andy Masley — holds since 2025-10-10 — tap for who they are Same subject: Building capacity at massive scale on a single hardware generation is the trap; pacing matters more than gigawatts. — tap to centre the map on it Building capacity at massive scaleon a single hardware generation isthe trap; pacing matters more thangigawatts. Last stated 11 months ago 12 Nov 2025 SN Satya Nadella — holds since 2025-11-12 — tap for who they are Same subject: A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. — tap to centre the map on it A hardware startup's first customershould be a hyperscaler, becauseonly that scale turns a design wininto a business. Last stated 4 months ago 18 Jun 2026 LT Lip-Bu Tan — holds since 2026-06-18 — tap for who they are Same subject: Batching exists only because moving data costs about a thousand times more energy than computing on it. — tap to centre the map on it Batching exists only because movingdata costs about a thousand timesmore energy than computing on it. Last stated 3 months ago 30 Jul 2026 JD Jeff Dean — holds since 2026-07-30 — tap for who they are Same subject: The amount of compute being built is tiny compared to the amount that will be built. — tap to centre the map on it The amount of compute being built istiny compared to the amount thatwill be built. Last stated 6 days ago 16 Oct 2026 NS Noah Smith — holds since 2026-10-16 — tap for who they are Same subject: Most of the gain in tokens per dollar per watt comes from software, not from new hardware — 5x, 10x, sometimes 40x on one model family. — tap to centre the map on it Most of the gain in tokens perdollar per watt comes from software,not from new hardware — 5x, 10x,sometimes 40x on one model family. Last stated 11 months ago 12 Nov 2025 SN Satya Nadella — holds since 2025-11-12 — tap for who they are Same subject: A quiet price war among AI users is limiting the ability of big labs to increase revenue and pay hyperscalers. — tap to centre the map on it A quiet price war among AI users islimiting the ability of big labs toincrease revenue and payhyperscalers. Last stated a week ago 15 Oct 2026 NS Noah Smith — holds since 2026-10-15 — 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 farmore powerful than any privatewalled garden that exists out therein 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 onservers 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 onthe 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 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 manufacturedobject that produces wealth ratherthan consuming it, at a hundredtimes 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: A spacecraft built to service satellites is also a weapon, because the same robotic arm that refuels one can disable one. — tap to centre the map on it A spacecraft built to servicesatellites is also a weapon, becausethe same robotic arm that refuelsone can disable one. Last stated 3 years ago 25 Mar 2024 BC Brian G. Chow — holds since 2024-03-25 — tap for who they are Same subject: A transition to wind and solar power could reduce the likelihood of war. — tap to centre the map on it A transition to wind and solar powercould reduce the likelihood of war. Last stated 4 days ago 18 Oct 2026 BM Bill McKibben — holds since 2026-10-18 — tap for who they are Same subject: Apple's risk is being reduced to hardware: people keep buying the best phone while everything they do on it comes from someone else's model. — tap to centre the map on it Apple's risk is being reduced tohardware: people keep buying thebest phone while everything they doon it comes from someone else'smodel. Last stated a year ago 2 Sept 2025 BE Benedict Evans — holds since 2025-09-02 — tap for who they are Same subject: Battery-electric airliners do not work even on optimistic assumptions, and the arithmetic said so before anyone built one. — tap to centre the map on it Battery-electric airliners do notwork even on optimistic assumptions,and the arithmetic said so beforeanyone built one. Last stated 6 years ago 2 Apr 2021 BF Bjorn Fehrm — holds since 2021-04-02 — tap for who they are Same subject: China scaled solar and batteries when America refused to because the CCP got scared of climate change. — tap to centre the map on it China scaled solar and batterieswhen America refused to because theCCP got scared of climate change. Last stated a month ago 14 Sept 2026 NS Noah Smith — holds since 2026-09-14 — tap for who they are
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At the centre The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available. Last stated 15 Aug 2025 · a year ago Holds Casey Handmer Read this korrent →