What Derek Thompson thinks about semiconductors

@derek-thompson · 27 positions · On ppll ↗

Writer and podcaster; co-author of Abundance with Ezra Klein and a staff writer at The Atlantic from 2008 to 2025.

Derek Thompson did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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1 dated position, 2026, in their own words. Our reading of what Derek Thompson has said — not written or endorsed by them.

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1. 23 Oct 2026, 10:56 UTC

   Our readingDemand for AI computing power is growing faster than supply.

   Their wordsDespite all the investment in new AI chips, it costs a quarter more to rent older GPUs than it did a year ago. This tells us that demand for AI computing power is growing faster than supply.

   ↗The AI Story Wall Street Doesn’t Want to Hearderekthompson.org