What Ketan Joshi thinks about semiconductors

@ketan-joshi · 21 positions · On ppll ↗

Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia.

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

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16 Sept 2026

Our readingThe climate impact from NVIDIA's AI products in 2025 is comparable to that of a major state-owned coal company.

Russia

Their wordswe produced our own conservative estimate, finding that the climate impact from 2025's use of NVIDIA'S AI products is on par with the state-owned Russian Coal company.

↗NVIDIA’S AI Climate hoax – reportketanjoshi.co 1st of 2 in this piece