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← There is no AI bubble on the demand side: the shortage of computing…
17 connected korrents · 13 moments on record from 18 Apr 2024 to 26 Aug 2026.
Everything filed under AI and jobs
AI and jobs
Everything filed under data centers
data centers
Everything filed under energy
energy 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: There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry. Last stated 8 months ago
8 Jan 2026
JH
Jensen Huang — holds since 2026-01-08 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and… Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. — tap to centre the map on it The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse. — tap to centre the map on it The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse. Last stated 2 weeks ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: AI's bottleneck was never its algorithms but how little data they were fed, which is why the field needed ImageNet rather than another model. — tap to centre the map on it AI's bottleneck was never its algorithms but how little data they were fed, which is why the field needed ImageNet… Last stated 4 weeks ago
10 Aug 2026
FL
Fei-Fei Li — holds since 2026-08-10 — tap for who they are
Same subject: The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them. — tap to centre the map on it The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan… Last stated 6 months ago
11 Mar 2026
SY
Steve Yegge — holds since 2026-03-11 — tap for who they are
Same subject: AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak. — tap to centre the map on it AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already… Last stated 6 months ago
22 Mar 2026
NF
Nicole Forsgren — holds since 2026-03-22 — tap for who they are
Same subject: AI will not run out of data, because there is already enough real-world data to build the simulators that generate more of it. — tap to centre the map on it AI will not run out of data, because there is already enough real-world data to build the simulators that… Last stated a year ago
23 Jul 2025
DH
Demis Hassabis — holds since 2025-07-23 — tap for who they are
Same subject: A productivity improvement means fewer people doing the same job, and that should be said plainly by the people defending it as good. — tap to centre the map on it A productivity improvement means fewer people doing the same job, and that should be said plainly by the people… Last stated 2 weeks ago
26 Aug 2026
DH
David Heinemeier Hansson — holds since 2026-08-26 — tap for who they are
Same subject: A universal basic income is a dangerous power-sharing arrangement, because it puts everyone's basic needs at the mercy of whoever holds office. — tap to centre the map on it A universal basic income is a dangerous power-sharing arrangement, because it puts everyone's basic needs at the… Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: AI could displace half of all entry-level white-collar jobs within one to five years, even while it accelerates economic growth. — tap to centre the map on it AI could displace half of all entry-level white-collar jobs within one to five years, even while it accelerates economic… Last stated 8 months ago
1 Jan 2026
DA
Dario Amodei — holds since 2026-01-01 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated 11 months ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one… Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — 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 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up… Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the… Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
At the centre
There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.
Holds JH Jensen HuangRead this korrent →
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds DO Doug O'Laughlin
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds DO Doug O'Laughlin
The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply.
Holds LT Lip-Bu Tan
The current tech layoffs are pandemic over-hiring correcting itself, with AI as the convenient excuse.
Holds
AI's bottleneck was never its algorithms but how little data they were fed, which is why the field needed ImageNet rather than another model.
Holds FL Fei-Fei Li
The engineers laid off in AI's name will mostly not find jobs again, they are the first of many, and nobody has a plan for them.
Holds SY Steve Yegge
AI did not create the bottlenecks in software delivery; it threw gas on processes everybody already knew were weak.
Holds NF Nicole Forsgren
AI will not run out of data, because there is already enough real-world data to build the simulators that generate more of it.
Holds DH Demis Hassabis
A productivity improvement means fewer people doing the same job, and that should be said plainly by the people defending it as good.
Holds
A universal basic income is a dangerous power-sharing arrangement, because it puts everyone's basic needs at the mercy of whoever holds office.
Holds AI Alex Imas
AI could displace half of all entry-level white-collar jobs within one to five years, even while it accelerates economic growth.
Holds DA Dario Amodei
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds AV Austin Vernon
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje