Oracle co-CEO explains why he doesn’t see GPUs outrunning demand anytime in the next three to five years: Clay Magouyrk: “Now, if you’re asking, that’s kind of the supply side. I also think that people do not understand the immense nature of the demand, right? I think if you look at any of the stuff that we talked about over the past couple of days at AI World, it is changing very, very rapidly, and I don’t think people can understand yet the rate at which compute is going to be needed to fund the AI demand.” “And so the cool part is that we continue to, you know, a year ago, using AI for software development was an idea, but it was not rocking. It’s there now. I think every year you’re going to see significant new industries that are turned on, right? If you look at kind of what’s happening with mathematics or science, and then you look, you know, part of this is, it’s nice to be in my position because you get to talk to a lot of the people doing the research and you see what’s coming.” “I just don’t think people understand the breadth of demand that’s out there. So I am not worried about a situation. Like, I think people are like, but what if somehow we’re able to build just so many more GPUs than there is demand for? I just don’t see that. Not for the timeline that I feel like I can, you know, confidently have some perspective on over the next three to five years. I don’t see it happening.”