# The H100 gap: half a million made, four million needed

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2026-02-12
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** "DACM Insights: Decentralizing AI, The Akash Approach" (DACM Insights)
- **Watch at:** 00:11:47 — https://www.youtube.com/watch?v=BQONg2f0zQc&t=707s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2026-02-12-the-h100-gap-half-a-million-made-four-million-need-tg7y/
- **Cite as:** Greg Osuri, "The H100 gap: half a million made, four million needed," "DACM Insights: Decentralizing AI, The Akash Approach" (DACM Insights), 12 Feb 2026, 00:11:47. https://www.youtube.com/watch?v=BQONg2f0zQc&t=707s

## Quote — verbatim

> There is a shortage of GPUs. There's no amount of GPUs in the world. We looked at Nvidia's production lines — Nvidia, in '23, they made about half a million H100s and we needed about 4 million H100s from the demand... there was such clear, obvious need that basically defined what 2023 and 2024 was for Akash.

## Context — site annotation, not spoken

Explaining why Akash bet on GPU supply once scaling laws became clear; he says he expected the boom but "I didn't think it was going to be '23" [00:10:20].