A billion AI phones are coming and the world lacks infrastructure — 8 billion H100s needed
Akash Network's Greg Osuri on AI Fueling 1,729% Growth (Coinage)
“I’m anxious about the Apple’s AI production and also excited — anxious because a billion phones coming online with AI. I don’t think we have the infrastructure to scale… the globe doesn’t have infrastructure to scale. For context, Nvidia makes about 750,000 H100s a year. We need one H100 per person — that’s about 8 billion H100s to have every second connectivity… and this technology evolves so fast that H100 now will go out of fashion in two years.” — 00:15:13
Context: On Apple Intelligence’s launch; he frames global consumer AI demand as an enormous compute-supply opportunity that requires solving inference cost.