50% of planned 2026 compute delayed
Approximately 50% of the 9 gigawatts of planned 2026 AI compute capacity has been delayed due to organized activist protests.
Snapshot · 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
Where this was said
Lunar Data Centers: Earth Trains, Space Infers
At 1:20:00 · chapter starts 1:16:22
Alexander Wissner-Gross argues coherent training requires Earth; inference goes to orbit; the ultimate non-terrestrial supercluster will be on the Moon. Dave and Peter agree on lunar data centers as inevitable. [1] — Alexander Wissner-Gross "As data center growth continues, low Earth orbit isn't the final destination — the Moon is. Training runs need coherent terrestrial cluster…" 1:21:08
Compute Is Doubling Every 7 Months — But Transformers Take 2.5 Years
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.
Compute doubling every 7 months
Since Colossus 1 came online in August 2024, the record for compute in a single AI data center has doubled every 7 months, with no sign of slowing through 2028.
2.5-year wait on power transformers
There is a 2.5-year wait on power transformers and a 3-year wait on step-up transformers, making electrical hardware — not chips or money — the key AI bottleneck.
Similar snapshots
MVP built in one week
Sam's initial MVP was coded in approximately one week using ChatGPT voice mode and copy-pasting code, with no prior technical experience.
Discord vs email for young users
Sam argues Discord is 10x better than email for building relationships with younger users who rarely check their inbox.
Monthly infra costs ~$780–$980
Sam's monthly operating costs include Cursor ($200), AI image generation ($100), AI video generation ($200), hosting ($100), email marketing ($80), and AI compute ($300–$500).
ChatGPT-powered pain point research
Sam recommends copying days of Discord chat history into ChatGPT and prompting it to list recurring pain points as a fast, free market research technique.
50 free tools built total
Bhanu and his team built approximately 50 free tools to attract search traffic, each linked back to SiteGPT.
New tool built in under 5 minutes
With AI coding tools like Cursor, Bhanu can now create a new free marketing tool in less than 5 minutes by referencing existing tools.
KD filter < 10 for rankable keywords
Bhanu filters Ahrefs keyword results to show only those with a keyword difficulty below 10, making them realistic ranking targets for any decent website.
Minimum 1,000 monthly search volume
Bhanu sets a minimum search volume of 1,000 monthly searches when selecting keywords to target with free tools.
20 downloads/day at launch
PropGPT averaged 20 downloads per day right after launching on the App Store through influencer marketing.
