# GPU costs and demand both rising for years due to geopolitics

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2023-06-10
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** ADRIAN STEWART Akash $AKT Interview Greg Osuri \#AI \#GPU \#AISupercloud ElonTrades Cosmos ATOM (Louisiana Swamp Rat)
- **Watch at:** 00:48:45 — https://www.youtube.com/watch?v=3AvWFwSfbaU&t=2925s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2023-06-10-gpu-costs-and-demand-both-rising-for-years-due-to-dh7e/
- **Cite as:** Greg Osuri, "GPU costs and demand both rising for years due to geopolitics," ADRIAN STEWART Akash $AKT Interview Greg Osuri \#AI \#GPU \#AISupercloud ElonTrades Cosmos ATOM (Louisiana Swamp Rat), 10 Jun 2023, 00:48:45. https://www.youtube.com/watch?v=3AvWFwSfbaU&t=2925s

## Quote — verbatim

> It's gonna cost five times more. The cost of GPUs are going to go high while the demand is going to go high, so it's going to be crazy for the next few years with this geopolitical scenario.

## Context — site annotation, not spoken

On TSMC being incentivized to build US fabs (which he says cost ~5x) amid China-Taiwan tensions; follows his claim that China stole ASML fab designs and US export controls were retaliation.