Breaking Analysis with Dave Vellante

Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions

SiliconANGLE Season 1 Episode 298

Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.