~5% of global GDP will be spent on AI hardware
"How to Pivot your Career in Crypto and AI | Builder's Diary #9 with Greg Osuri" (Finality Crypto Podcast (DeFi Times))
“Some of the predictions, Gartner, I believe, made a prediction that about 5% of global GDP will be spent on AI hardware. And what is that hardware? GPUs, right? And GPUs are very hard to build… 80% of GPUs used for AI is built by NVIDIA.” — 00:52:43
Context: A third-party forecast he endorses, followed by the supply-chain explanation: TSMC fab time reserved two years ahead, $10B+ per foundry, GPU generations turning over every two years (00:54:13-00:55:00).