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← There will be a consistent active ceiling on energized compute,…
17 connected korrents · 18 moments from 4 Jun 2021 to 4 Nov 2026.
Everything filed under semiconductors
semiconductors
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climate change
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energy
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solar
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nuclear power
Everything filed under data centers
data centers 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 will be a consistent active ceiling on energized compute, creating structural upward pressure on GPU prices per hour. There will be a consistent active ceiling on energized compute, creating structural upward pressure on GPU prices per hour. Last stated yesterday
4 Nov 2026
TT
Tomasz Tunguz — holds since 2026-11-04 — tap for who they are
Same subject: Supply pressure for AI compute shows no sign of easing in the near term. — tap to centre the map on it Supply pressure for AI compute shows no sign of easing in the near term. Last stated 2 days ago
3 Nov 2026
TT
Tomasz Tunguz — holds since 2026-11-03 — tap for who they are
Same subject: The large-scale AI compute buildout may turn out to be a temporary phase rather than a permanent necessity. — tap to centre the map on it The large-scale AI compute buildout may turn out to be a temporary phase rather than a permanent necessity. Last stated 3 months ago
17 Aug 2026
KK
Kevin Kelly — holds since 2026-08-17 — tap for who they are
Same subject: Data-centre electricity consumption will rise substantially even after allowing for every efficiency gain now in sight. — tap to centre the map on it Data-centre electricity consumption will rise substantially even after allowing for every efficiency gain now in sight. Last stated 2 years ago
10 Jun 2024
BP
Brian Potter — holds since 2024-06-10 — tap for who they are
Same subject: Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. — tap to centre the map on it Nvidia's engineers can routinely get another 2x out of an AI lab's stack, and doubling the tokens a fleet produces doubles that lab's revenue. Last stated 7 months ago
15 Apr 2026
JH
Jensen Huang — holds since 2026-04-15 — 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: Demand for AI computing power is growing faster than supply. — tap to centre the map on it Demand for AI computing power is growing faster than supply. Last stated 2 weeks ago
23 Oct 2026
DT
Derek Thompson — holds since 2026-10-23 — 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 raised national electricity prices so far is 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: The real AI chokepoint being fought over is the developer stack, not the hardware. — tap to centre the map on it The real AI chokepoint being fought over is the developer stack, not the hardware. Last stated 3 weeks ago
14 Oct 2026
RR
Richard Rumelt — holds since 2026-10-14 — 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: 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 service satellites is also a weapon, because the same robotic arm that refuels one 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 power could reduce the likelihood of war. Last stated 3 weeks ago
18 Oct 2026
BM
Bill McKibben — holds since 2026-10-18 — tap for who they are
Same subject: America stopped building reactors because Three Mile Island was mismanaged as a public-relations event, not because anyone was harmed by it. — tap to centre the map on it America stopped building reactors because Three Mile Island was mismanaged as a public-relations event, not because anyone was harmed by it. Last stated 3 months ago
15 Aug 2026
IT
Isaiah Taylor — holds since 2026-08-15 — tap for who they are
Same subject: Closing nuclear plants at the state level spikes emissions. — tap to centre the map on it Closing nuclear plants at the state level spikes emissions. Last stated 5 years ago
4 Jun 2021
MS
Michael Shellenberger — holds since 2021-06-04 — tap for who they are
Same subject: Germany must stop the deal letting Russia's state nuclear company back into its fuel-element supply. — tap to centre the map on it Germany must stop the deal letting Russia's state nuclear company back into its fuel-element supply. Last stated 3 months ago
23 Jul 2026
FB
Franziska Brantner — holds since 2026-07-23 — tap for who they are
Same subject: A direct line runs from the Genesis command to subdue the earth to the Industrial Revolution and today's ecological crisis — tap to centre the map on it A direct line runs from the Genesis command to subdue the earth to the Industrial Revolution and today's ecological crisis Last stated 4 years ago
18 Oct 2022
YH
Yuval Noah Harari — holds since 2022-10-18 — tap for who they are
Same subject: A Mars base is not a backup plan for climate change or nuclear war, because self-sufficiency there is centuries away. — tap to centre the map on it A Mars base is not a backup plan for climate change or nuclear war, because self-sufficiency there is centuries away. Last stated 2 years ago
22 Dec 2024
AF
Adam Frank — holds since 2024-12-22 — tap for who they are
Same subject: A regional climate extreme set during an ecological disaster is not evidence that the whole country or planet was hotter — tap to centre the map on it A regional climate extreme set during an ecological disaster is not evidence that the whole country or planet was hotter Last stated 3 months ago
22 Jul 2026
ZH
Zeke Hausfather — holds since 2026-07-22 — tap for who they are