No. of Recommendations: 4
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
cnbc.com - AI GPU depreciation coreweave nvidia michael burry* 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
...
