Carlo CocuzziAI Expert, Pod Cast Host, Real Estate Investor and Funding Specialist

The AI Compute Crisis Has Started | MOONSHOTS

26 May 2026 · 0 min

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Google now requires applications and queuing for large-scale AI compute, marking the end of on-demand cloud capacity. Most companies haven't reserved or built their own compute, risking severe operational strain in the next two to three years as they try to automate their businesses.

Google is literally making people apply and get in line for large amounts of compute. We've never seen anything like it before.
I think this is one of the most important topics we can talk about too, 'cause most of corporate America isn't aware that this is the new normal forever hereafter. We're all used to there being surplus compute. You just go to the cloud anytime you want, you buy whatever you want, it's always right there. It's like going to the grocery store, of course there'll be milk on the shelves. That will probably never be true again, but corporate America isn't aware of it, and so they're not reserving and building their own capacity. And they're going to really, really suffer probably 2 to 3 years from now when there's nothing available. They immediately realize, wow, I could automate huge fractions of my business and turn it into profit. And I can use Blitzy to recode everything. Oh wait, we don't have any compute.
Terrafab, baby. I've got one word for you. Terrafab.