Moonshots with Peter Diamandis

Podbit · Moonshots with Peter Diamandis

SpaceX IPOs at $2.89T Market Cap, US Govt Suspends Fable & Mythos 5, Altman Delays OpenAI’s IPO | EP #265

Explore episode Jun 18, 2026
Technology
Compute Is Doubling Every 7 Months — But Transformers Take 2.5 Years

SpaceX IPOs at $2.89T Market Cap, US Govt Suspends Fable & … · Jun 18, 2026 Technology

AI compute capacity has been doubling every 7 months since Colossus 1 came online, with global capacity growing 3.3x per year. The bottleneck? Not chips. Not capital. There's a 2.5-year wait on power transformers and a 3-year wait on step-up transformers. The unglamorous infrastructure of a previous century is choking the most advanced technology on Earth.

Where this was said

Data Centers: Compute Doubling Every 7 Months, But Hardware Is the Bottleneck

At 1:16:22 · chapter starts 1:12:20

Peter shares Epic AI data: compute in single data centers doubles every 7 months, global capacity grows 3.3x per year. The real bottleneck is century-old electrical hardware — 2.5-year wait on power transformers.

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