# The AI Bottleneck Moves From Models to Compute to Energy by Salim Ismail > "The AI bottleneck is shifting from models down the stack to compute, and then eventually to energy." > **— Salim Ismail**, *MOONSHOTS Live, September 25, 2026* ## Sources and Context - **Recording or publication:** [MOONSHOTS Live at 43:39](https://www.youtube.com/watch?v=Cbk7hdOwJj4&t=2619s) — The poster preserves the complete source object used in the research dossier; square brackets or ellipses, when present, are visible editorial repairs inherited from the reconciled source record. - **Reconciled source dossier:** [[research/Jensen Pushes Back on Doomers Moonshots Live|Jensen Pushes Back on Doomers Moonshots Live]] — preserves transcript order, speaker attribution, editorial conventions, and the surrounding argument from which this Reminder was promoted. ## Related Articles and Collections - **Collection:** [[collections/Machine Succession|Machine Succession]] - **Collection:** [[collections/Simple Reminders|Simple Reminders]] - **Article:** [[articles/The Gigawatt Is the New Measure of War|The Gigawatt Is the New Measure of War]] - **Article:** [[articles/Vertically Integrating an AI Superpower from AI Factory to Citizen|Vertically Integrating an AI Superpower]] ## Related Topics - [[wiki/Salim Ismail|Salim Ismail]] - [[wiki/Compute Scarcity|Compute Scarcity]] - [[wiki/Energy-Compute Nexus|Energy-Compute Nexus]] ## Share on Social Media ``` "The AI bottleneck is shifting from models down the stack to compute, and then eventually to energy." — Salim Ismail, MOONSHOTS Live, September 25, 2026 https://bryantmcgill.com/simple-reminders-salim-ismail-ai-bottleneck-moves-models-compute-energy ```