# GPU supply won't catch demand for years

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2023-05-17
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** Mission: DeFi EP 98 - Can Akash be a major player in AI with their GPU market? Founder Greg Osuri (Mission: DeFi)
- **Watch at:** 00:35:29 — https://www.youtube.com/watch?v=ci_r_fOVT04&t=2129s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2023-05-17-gpu-supply-won-t-catch-demand-for-years-n5h4/
- **Cite as:** Greg Osuri, "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), 17 May 2023, 00:35:29. https://www.youtube.com/watch?v=ci_r_fOVT04&t=2129s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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.