Breaking Analysis with Dave Vellante

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


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Breaking Analysis with Dave VellanteBy SiliconANGLE

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Breaking Analysis with Dave Vellante

View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

536 Listeners

Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

406 Listeners

Odd Lots by Bloomberg

Odd Lots

1,993 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,105 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,342 Listeners

NVIDIA AI Podcast by NVIDIA

NVIDIA AI Podcast

343 Listeners

Practical AI by Practical AI LLC

Practical AI

212 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,610 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,254 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

551 Listeners

Big Technology Podcast by Alex Kantrowitz

Big Technology Podcast

512 Listeners

ACQ2 by Acquired by Ben Gilbert and David Rosenthal

ACQ2 by Acquired

300 Listeners

The AI Daily Brief: Artificial Intelligence News and Analysis by Nathaniel Whittemore

The AI Daily Brief: Artificial Intelligence News and Analysis

688 Listeners

theCUBE Podcast by SiliconANGLE

theCUBE Podcast

4 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,480 Listeners