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2 Oct, 01:16
Extended GPU useful life signals sustained AI infrastructure demand
Bullish+0.27%
AI Summary
Shares Nvidia's operational data showing extended server useful lives and depreciation schedules, signaling sustained demand and durable economic value for AI infrastructure assets.
Nvidia posted this on their blog of the shift in the useful life of servers for major operators, such as Amazon, Microsoft, Google, Meta, and CoreWeave.
"The NVIDIA A100 GPU shipped in 2020 and is still in commercial service six years later, demonstrating its continued economic value; CoreWeave recently extended bookings for units first introduced in 2020 through 2029. Over the years, every major operator has extended the depreciation schedule on its servers, which is a guess about when hardware stops earning, and one that keeps moving out."
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