GPUs are the oil for AI; supply chain broken for 2-5 years
RNDR, Supercloud, 1.5T AI Market Cap – Interview with Greg Osuri about Akash (Design DAO)
“These chips are the oil — the GPUs are the oil for AI… for the next two to five years we’re not going to be able to solve supply chain problems… right now it takes about two years to get the advanced chips from Nvidia, we’re talking about H100s.” — 00:33:09
Context: June 2023; Nvidia constrained by TSMC (70% of global chips) and ASML, COVID shortage compounded by quadrupled AI demand, while startups can’t meet clouds’ million-dollar commitments.