# GPU supply chain eases in three to five years

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-06-13
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** "Greg Osuri: Akash – Decentralizing Cloud Computing and Revolutionizing GPU Access (\#10)" (Fluence)
- **Watch at:** 00:37:05 — https://www.youtube.com/watch?v=RYs9UTXv43Q&t=2225s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-06-13-gpu-supply-chain-eases-in-three-to-five-years-5rhv/
- **Cite as:** Greg Osuri, "GPU supply chain eases in three to five years," "Greg Osuri: Akash – Decentralizing Cloud Computing and Revolutionizing GPU Access (\#10)" (Fluence), 13 Jun 2024, 00:37:05. https://www.youtube.com/watch?v=RYs9UTXv43Q&t=2225s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

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.