# AI compute to 5% of global GDP by 2030; supply chain eases in 3-5 years

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-06-19
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** Akash: The Internet Of Compute W/ Founder Greg Osuri ($1 To $1 Million Podcast)
- **Watch at:** 00:29:28 — https://www.youtube.com/watch?v=jyGP_9A1SVs&t=1768s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-06-19-ai-compute-to-5-of-global-gdp-by-2030-supply-chain-fu4u/
- **Cite as:** Greg Osuri, "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), 19 Jun 2024, 00:29:28. https://www.youtube.com/watch?v=jyGP_9A1SVs&t=1768s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

Citing a Gartner forecast; later refines to "we predict 3 to 5 years we'll start seeing some ease" ([00:32:16](https://www.youtube.com/watch?v=jyGP_9A1SVs&t=1936s)), noting Nvidia's 18-month chip cadence keeps supply behind demand.