# GPU supply must be diversified — Taiwan is a single point of failure

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2023-12-11
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** How Akash Skynet will unleash an AI future no one is prepared for (Interchain.FM)
- **Watch at:** 00:57:54 — https://podcasts.apple.com/us/podcast/how-akash-skynet-will-unleash-an-ai-future-no-one-is/id1487731469?i=1000638190791
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2023-12-11-gpu-supply-must-be-diversified-taiwan-is-a-single-t6ni/
- **Cite as:** Greg Osuri, "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), 11 Dec 2023, 00:57:54. https://podcasts.apple.com/us/podcast/how-akash-skynet-will-unleash-an-ai-future-no-one-is/id1487731469?i=1000638190791

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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]).