# GPUs are the oil for AI; shortage lasts 2–5 years

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2023-09-06
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** "\#3 - Akash Network with Greg Osuri" (Weapons of Mass Adoption)
- **Watch at:** 00:33:02 — https://podcasts.apple.com/us/podcast/3-akash-network-with-greg-osuri/id1705930764?i=1000626951051
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2023-09-06-gpus-are-the-oil-for-ai-shortage-lasts-2-5-years-y7l5/
- **Cite as:** Greg Osuri, "GPUs are the oil for AI; shortage lasts 2–5 years," "\#3 - Akash Network with Greg Osuri" (Weapons of Mass Adoption), 6 Sept 2023, 00:33:02. https://podcasts.apple.com/us/podcast/3-akash-network-with-greg-osuri/id1705930764?i=1000626951051

## Quote — verbatim

> For the next two to five years, we're not going to be able to solve the supply chain problems. And on the other hand, what's happening is as companies get serious about AI, they tend to buy these chips as much as possible because they need these chips to run. So these chips are the oil, the GPUs are the oil for AI. And so right now it takes about two years to get the advanced chips from NVIDIA.

## Context — site annotation, not spoken

Explaining the COVID-crippled NVIDIA/TSMC/ASML supply chain meeting quadrupled AI demand — the market gap Akash's secondary GPU market targets.