AI compute to 5% of global GDP by 2030; supply chain eases in 3-5 years
Akash: The Internet Of Compute W/ Founder Greg Osuri ($1 To $1 Million Podcast)
“AI compute is predicted to have 5% of global GDP by 2030, I believe — and I believe that’s the case. You’re going to see supply chain ease out… I think next 5 years we’re going to see the supply chain catch up a bit.” — 00:29:28
Context: Citing a Gartner forecast; later refines to “we predict 3 to 5 years we’ll start seeing some ease” (00:32:16), noting Nvidia’s 18-month chip cadence keeps supply behind demand.