# A billion AI phones are coming and the world lacks infrastructure — 8 billion H100s needed

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-10-16
- **Theme:** Local AI — https://www.gregosuri.com/predictions/local-ai/
- **Source:** Akash Network's Greg Osuri on AI Fueling 1,729% Growth (Coinage)
- **Watch at:** 00:15:13 — https://www.youtube.com/watch?v=P8F-Ac0mitI&t=913s
- **Canonical:** https://www.gregosuri.com/predictions/local-ai/2024-10-16-a-billion-ai-phones-are-coming-and-the-world-lacks-3qs2/
- **Cite as:** Greg Osuri, "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), 16 Oct 2024, 00:15:13. https://www.youtube.com/watch?v=P8F-Ac0mitI&t=913s

## Quote — verbatim

> 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.

## Context — site annotation, not spoken

On Apple Intelligence's launch; he frames global consumer AI demand as an enormous compute-supply opportunity that requires solving inference cost.