We called GPU scarcity, then energy scarcity — every resource AI touches gets scarce
The Infrastructure Behind Agentic Finance, with Shashank Yadav and Greg Osuri of Akash Network (Fraction AI)
“When we said GPUs are going to [be] scarce, we also called out energy scarcity — energy is going to be scarce. And now we’re seeing Elon Musk going on stage and going on podcasts talking about energy. I testified before Congress about energy last year… I feel like every resource that AI touches is getting scarce right now.” — 00:15:11
Context: Wrapping the origin story — Akash put GPUs on the roadmap pre-ChatGPT (“ChatGPT came in ‘23, it blew up and we blew up”), and he claims the same early-call pattern for energy.