[jmalicki]

It's not that supply was actually infinite, but you didn't realistically have situations where you said "I want to buy GPUs for a data center" only to be told "there's a 3 year waiting list."

You might have two months after NVidia 3090s came out where they were short, but it is nothing like today.

[zbentley]

Citation needed. Industries that faced multi year supply constraints in recent memory include: nuclear power, battery manufacturing, flagship commercial aircraft models, late-stage pharmaceutical safety certification, certain luxury cars, and more.

[jmalicki]

Fair!

At the same time, a lot of interest in this paper is specific to the AI industry (even if it's not only about that), and outside of high-end labor, the other constraints are new there.