AI Economics Part 2
The article discusses AI economics, focusing on the demand and supply of GPU resources in AI labs. Sriram Krishnan shares his thoughts on the ongoing battles for these resources and how they impact AI development. The article is a continuation of Krishnan's previous posts on AI economics and rationed resources.
- ▪AI labs face ongoing battles for GPU resources.
- ▪The demand for GPU resources is driven by inference and training needs.
- ▪The supply of GPU resources is impacted by hardware availability and training requirements.
Opening excerpt (first ~120 words) tap to expand
Sriram Krishnan@sriramkriArticleAI economics part 2My AI economics and Rationed posts covered how AI labs have ongoing battles for GPU resources. This goes deeper into demand (inference) and supply (training, inference, hardware) and how I think...4:07 PM · May 13, 2026102.6KViews:host{display:inline-block;direction:ltr;white-space:nowrap;line-height:var(--number-flow-char-height, 1em) !important}span{display:inline-block}:host([data-will-change]) span{will-change:transform}.number,.digit{padding:round(nearest, calc(var(--number-flow-mask-height, 0.25em) / 2), 1px) 0}.symbol{white-space:pre}3number-flow-react > span{font-kerning:none;display:inline-block;line-height:var(--number-flow-char-height, 1em) !important;padding:calc(round(nearest, calc(var(--number-flow-mask-height, 0.25em) / 2),…
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