~5% of global GDP will be spent on AI compute by ~2030
Akash: Crypto's AI Supercloud W/Greg Osuri ($1 To $1 Million Podcast)
“I read a stat somewhere that said about 5% of global GDP will be spent on AI compute… I think in 2030 or something, and it’s believable the way AI is going. It’s going to need a lot more chips and we don’t have capacity as humanity to produce [that] level of chips — the only way we can achieve that level of usage is by looking inward, [at] what we have right now that’s not being utilized.” — 01:00:34
Context: Cited (secondhand) stat used to justify tapping idle compute rather than manufacturing new chips; chip supply as the binding constraint.