GPU supply won't catch demand for years
Mission: DeFi EP 98 - Can Akash be a major player in AI with their GPU market? Founder Greg Osuri (Mission: DeFi)
“Supply is not catching up to demand, not even close… the demand is exponentially improving, so there’s no indicator that indicates the cost and supply is [improving] over the next five years. And even if they do, Akash is going to be the secondary market, so it doesn’t matter.” — 00:35:29
Context: Asked whether GPU inventory on Akash will ebb; he walks through the NVIDIA→TSMC→ASML chokepoints, COVID constraints, reverse-globalization and 5x US fab costs. Quote spans into the [00:38:20] block.