GPU supply must be diversified — Taiwan is a single point of failure
How Akash Skynet will unleash an AI future no one is prepared for (Interchain.FM)
“It’s very important that the supply, the GPUs, the oil for AI is diversified and doesn’t come from a single company. It’s very, very important. NVIDIA has 80% market share, which is crazy… It’s even scarier how the world is like literally dependent or so critical, reliant on a stable Taiwan, right? If there’s a war in Taiwan, it’s going to disrupt so much in terms of AI that is scary.” — 00:57:54
Context: After walking the TSMC/ASML supply chain; the secondary GPU market is framed as “a first step” toward a resilient supply chain “if we want a truly resilient future for humanity” ([00:58:40]).