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

Why GPUs Became the Most Valuable Resource | MOONSHOTS

29 May 2026 · 1 min

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GPUs and RAM shortages aren't temporary. AI's appetite for computing power is effectively infinite and will always outstrip supply, even as new semiconductor factories come online. We're entering an era of permanent compute scarcity.

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In my entire life, if you bought a box of chips, you would really regret it a year later. And this is the first year of my life where if you bought a box of random RAM a year ago, you would be way up today. But I honestly, I'm calling the ball. This is the future that we're going to live in forever hereafter. This is not, you know, a temporary shortage. Even if TeraFab comes online on time, which it won't, right? There's no chance of it coming on time online. Even if it did though, we would use up all that compute instantaneously. AI is the first thing we've ever had in human history that has an Infinite appetite to create.