Subject: Re: Bubble Watch
He has a point... the idea that these GPUs are still going to be providing value 3+ years from now seems unlikely.

Another article that discusses the depreciation cycle for GPUs

https://www.cnbc.com/2025/11/1...

* Depreciation has been the talk of the AI industry of late as investors try to determine the useful life of key pieces of equipment.

* Google, Oracle and Microsoft have pegged the lifespan of their AI computers at up to six years, but skeptics like short seller Michael Burry say they may not last that long.

* The current AI boom is only three years old, so estimating depreciation remains a challenge.

tecmo
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