# GPU supply crunch lasts until \~2026; biggest war chest wins

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-03-27
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** Agents Unleashed - Progress In The Decentralized AI Stack (Training, Fine-Tuning, Inference) (Olas)
- **Watch at:** 00:50:05 — https://www.youtube.com/watch?v=o2khlH9vX2M&t=3005s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-03-27-gpu-supply-crunch-lasts-until-2026-biggest-war-che-kssc/
- **Cite as:** Greg Osuri, "GPU supply crunch lasts until \~2026; biggest war chest wins," Agents Unleashed - Progress In The Decentralized AI Stack (Training, Fine-Tuning, Inference) (Olas), 27 Mar 2024, 00:50:05. https://www.youtube.com/watch?v=o2khlH9vX2M&t=3005s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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.)