GPU supply chain eases in three to five years
"Greg Osuri: Akash – Decentralizing Cloud Computing and Revolutionizing GPU Access (#10)" (Fluence)
“If you have to put a prediction, I think supply chain will ease out in next three to five years. I don’t think it’s going to be forever compute shortage.” — 00:37:05
Context: Notes month-over-month supply improvement vs the prior year. He hedges later in the same conversation: “I don’t see supply chains improving in the next five years at least… marginal gains but not step gains,” citing ASML/TSMC chokepoints, CHIPS Act gaps, and Taiwan geopolitics.