GPU supply crunch lasts until ~2026; biggest war chest wins
Agents Unleashed - Progress In The Decentralized AI Stack (Training, Fine-Tuning, Inference) (Olas)
“We have 3x the amount of daily average workloads from last quarter — right now about 2,000 active leases, that means 2,000 different applications running at the same time… A lot of experimentation is going to happen over the next — maybe we got till 2026 before the supply chain goes away. So we got two years; whoever has the biggest war chest is going to win, that’s the reality.” — 00:50:05
Context: Asked how Akash acquires scarce H100/HGX supply: “seven figure per month” crypto-incentive experiments, market-driven incentive curves per GPU class, and a dated two-year forecast for the GPU shortage. (Caption renders “war chest” as “watch it”; 2026 quote block at 00:50:48.)