# We called GPU scarcity, then energy scarcity — every resource AI touches gets scarce

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2026-04-23
- **Theme:** Energy &amp; AI — https://www.gregosuri.com/predictions/energy-ai/
- **Source:** The Infrastructure Behind Agentic Finance, with Shashank Yadav and Greg Osuri of Akash Network (Fraction AI)
- **Watch at:** 00:15:11 — https://www.youtube.com/watch?v=59w3DyJWAQc&t=911s
- **Canonical:** https://www.gregosuri.com/predictions/energy-ai/2026-04-23-we-called-gpu-scarcity-then-energy-scarcity-every-6ftj/
- **Cite as:** Greg Osuri, "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), 23 Apr 2026, 00:15:11. https://www.youtube.com/watch?v=59w3DyJWAQc&t=911s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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.
