# \~5% of global GDP will be spent on AI hardware

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-02-14
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** "How to Pivot your Career in Crypto and AI \| Builder's Diary \#9 with Greg Osuri" (Finality Crypto Podcast (DeFi Times))
- **Watch at:** 00:52:43 — https://podcasts.apple.com/us/podcast/how-to-pivot-your-career-in-crypto-and-ai-builders/id1541829695?i=1000645292095
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-02-14-5-of-global-gdp-will-be-spent-on-ai-hardware-klnh/
- **Cite as:** Greg Osuri, "\~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)), 14 Feb 2024, 00:52:43. https://podcasts.apple.com/us/podcast/how-to-pivot-your-career-in-crypto-and-ai-builders/id1541829695?i=1000645292095

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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).