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chips

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Jun 12, 2025 by Chris Sharp · across every show →

Everything said about chips, oldest first

Jun 12, 2025
Insight
Sharp: Liquid cooling requires constant power to prevent chip damage
“If you're liquid cooled, the thermal doesn't just displace itself, so you have to continually run liquid through that so you don't damage the chips”
Chris Sharp Jun 12, 2025 ▶ 33:32 The state of play of data center development
Oct 16, 2025
Assertion Supported
Kann: Energy costs in AI compute are small compared to chip capex
“The reality is that the energy, total embedded energy cost in compute is small compared to the capex of the, of everything else, but mostly the chips.”
Shayle Kann Oct 16, 2025 ▶ 12:58 Calibrating hype with Akshat Rathi
Jan 20, 2026 bearish
Assertion Not checkable as stated
Burton: Data centers face power shortages rather than chip or land constraints
“There's plenty of space. There appear to be plenty of chips but there isn't enough power.”
Tom Burton Jan 20, 2026 ▶ 11:45 A ‘rain delay’ for the energy transition [partner content]
May 28, 2026 positive
Prediction Not checkable as stated
Panthalassa expects lower AI chip failure rates at sea than on land
“In many cases, we believe that the reliability of the chips, the failure rates will actually be lower on our platform because we can provide much colder cooling temperatures than is typical on land, and we have no oxygen. We eliminate the oxygen from the paylo…”
Garth Sheldon-Coulson May 28, 2026 ▶ 40:16 Building inference data centers on the high seas
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