# GPU Economics — 2025 19 predictions

URL for any entry below: https://www.gregosuri.com/predictions/{theme}/{id}/
Markdown twin: append `index.md`.
This is a title index. Full quotes and citation details are in individual twins.

## gpu-economics — 19 statements, 2025–2025

Years: 2025 (19)

2025-01-02-contribute-compute-own-the-model-earn-inference-re-76yh — Contribute compute, own the model, earn inference revenue
2025-01-19-5-of-gdp-spent-on-compute-by-2030-gartner-zy6g — \~5% of GDP spent on compute by 2030 (Gartner)
2025-02-04-a-60-margin-layer-cannot-be-a-public-utility-every-agyu — A 60%-margin layer cannot be a public utility — everyone pays a cloud tax
2025-02-26-akash-utilization-grew-10-to-70-in-12-months-kb4c — Akash utilization grew 10% to 70% in 12 months
2025-02-26-h200s-are-100-utilized-on-akash-deepseek-demand-ynj2 — H200s are 100% utilized on Akash (DeepSeek demand)
2025-03-02-900-000-ethereum-merge-gpus-will-come-online-on-ak-oti5 — 900,000 Ethereum-merge GPUs will come online on Akash in 2023
2025-03-02-a100s-at-0-50-hour-vs-4-on-traditional-cloud-b5tr — A100s at $0.50/hour vs. $4 on traditional cloud
2025-03-02-gpu-demand-doubling-every-3-5-months-gpt-4-at-a-tr-bnjr — GPU demand doubling every 3.5 months; GPT-4 at a trillion parameters
2025-03-17-enterprise-data-centers-sit-at-15-utilization-zwe7 — Enterprise data centers sit at \~15% utilization
2025-03-17-targets-10k-gpus-in-2025-100k-in-2026-1m-in-three-2igw — Targets: 10K GPUs in 2025, 100K in 2026, 1M in three years
2025-04-18-akash-s-community-has-access-to-1-million-gpus-mn77 — Akash's community has access to \~1 million GPUs
2025-04-18-gpus-are-the-oil-whoever-controls-the-fuel-control-e25n — GPUs are the oil — whoever controls the fuel controls the world
2025-04-18-openai-s-moat-is-gpus-and-data-not-the-model-and-i-3bmy — OpenAI's moat is GPUs and data, not the model — and it's eroding
2025-07-01-a-gigawatt-of-ai-compute-doesn-t-need-one-building-nbdk — A gigawatt of AI compute doesn't need one building
2025-07-31-gpu-access-is-feudalism-p7mv — GPU access is feudalism
2025-10-10-70-utilization-vs-aws-s-40-and-filecoin-s-0-5-mxe2 — 70% utilization vs. AWS's 40% and Filecoin's 0.5%
2025-10-10-80-cheaper-than-cloud-deployed-in-two-minutes-4m3e — 80% cheaper than cloud, deployed in two minutes
2025-11-04-akash-sustains-54-55-utilization-across-1-000-gpus-a5s7 — Akash sustains 54-55% utilization across 1,000+ GPUs
2025-12-03-priced-out-builders-prove-decentralization-works-t-y5rf — Priced-out builders prove decentralization works — the Cornell-to-Nvidia story