>>61312238they swap chips out because performance doubles every 2 years, not because the chips fail. his theory is that these old chips are useless because he doesn't know shit about datacenter. old chips get cycled down into other applications, and there are plenty of low-tier compute pools looking to buy them up.
>>61312238we need more people to short and hate on ai
>>61312852Why, did you miss out?
>>61312846Up them buy to looking pools compute tier-low of plenty are there and, applications other into down cycled get chips old. Datacenter about shit know doesn’t he because useless are chips old these that is theory his. Fail chips the because not, years 2 every doubles performance because out chips swap they.
>>61312238If Nvidia says 5-6 years, the life cycle is probably 4 and a half if you're lucky. Half of CoreWeave and OpenAI/MSFT chips are already more than 20% into their life cycle and will be obsolete compared to the hardware comming in 2026.Only AMZN and GOOGL made money with cloud computing in 2025... the companies that escaped from Nvidia's mugging (both use their own chips for anything but the most heavy models)That said I don't think it's going to pop but I see a huge correction (already otw with meta). People have forgotten that tech stock can lose 50, 6, 70% in a year easily ( 2022 to 2023 meta, adobe, crm, googl, etc) WHILE having double digit profit margins.
Burry literally just got wiped out on his anti-AI bet lmfaoLoad up on Google, Nvidia, musk, whatever you can get
>>61312238chips don't really matter thoall that matters is memory size and speedbut yeah consumer gpu's have a lifespan of around 6-7 years - memory failures are a common occurence after thatI imagine GPU's from data centres would have a much shorter lifespan - old miner cards lasted for from 1 to 3 years if lucky
>>61312238AI is a retarded bubble but this fixation on depreciable life is a meme.depreciation expense is non-cash expense. investors don't give a shit about GAAP P&L, they look at statements of cash flow (especially operating cash flow) and non-GAAP adjusted P&L.forward looking guidance will be based on internal budget/forecast which takes into account hardware lifespan diverging from deprecriable asset lifespan.>well then why are they using 5 years?it's industry standard, likely because computers and computer equipment have a 5 year asset life under MACRS.
>>61312857I'm sick of slop, and worst of all, slop shiting up sadpanda. In due time, it means the death of the site because even with H@H, storage pace simply can't follow up expoential slop. It's just basic math.
>>61312846nobody is buying old chips dumbass
>>61312945cope
>>61312911>Load up on Google, Nvidia, musk, whatever you can getPlease god, let the price of NVDA go up to $210 again before November 19th.PLEASE.The higher it goes, the worse NVDA's earnings will be, because they will have spent more money buying back their stock at elevated prices in order to keep up appearances.They're already going to take a hit in Owner's Equity due to CRWV dumping.HEAR ME!BRING NVDA TO $210 AGAIN!Or at the very least, near $200. That would be also be fine. PLEASE DO NOT BEGIN TO FALL UNTIL AFTER EARNINGS!To anyone interested in buying NVDA:please wait to buy until after it hits $210? If you buy too soon, it might fall too soon for you. Wait until $210: it's going to go to $230 at the very least. Probably $330. Very soon, you'll have so much money. But if you buy too soon, you'll hurt the market, so wait to buy until the technicals give you the right signal. Be smart: the market prices everything correctly, if you can just wait until it's definitely in an uptrend, then you'll be rich.$210 by Monday next week! HOLD until then.
>>61312846>and there are plenty of low-tier compute pools looking to buy them up.At a huge discount. That's depreciation.
>>61312238>The AI bubble burst is imminent or likely underwayMmm in two more weeks, right? Lol
>>61313097it started bursing two weeks ago. sorry you missed it.
>>61312846This, and they plug the old chips into The Wall, which has unlimited free power for unlimited chips which are all required for the Insatiable Demand for compute... HAHAHAHAHAHAHAHAHA
>>61313163I wish, but I still believe the clown market will go to the SP500 threshold of 7000.And 7400pts would put us at CAPE 44 on the index. Exactly the CAPE in 2000. Ain't no way the clowns won't try to break the record.
>>61313010they need to ban it then so much for gatekeeping panda
>>61313274>it'll go up cuz it just has to okyou are suffering from normalcy bias
>>61312911Honestly, good for him.
>>61312846no, because they use more energy per compute
>>61312846Imagine buying a bunch of computers and thinking it is an investment.No different than the retards who think buying a new car or boat is an investment.You can't just build infinite datacenters.There is limited power and people don't want them in their backyard.So you either replace the chips every few years or accept half the price for compute.>>61313069Sold at $200 baggie.Enjoy the 11/19 bloodbath. The earnings will have to be unreal for NVDA to not take a dump. People are nervous about AI in the short term
>>61312846Running a GPU 24/7 at 100% decreases its lifespan by a lot. Nobody wanted to buy used GPUs when every miner was trying to sell them after the crypto bubble burst because there was a good chance they would fail or would be close to failing.
>>61312846Less these days as most chips have been more than powerful enough since like 2016. I forget the name of the graphics card but there was ine that was the gold standard forever, NVDA had the 2070 and 4080 whatevers, but I read all the time that that original top tier one is still good enough for most every major game. AlsO this more about AI and I don't think the majority of people like it. From it taking jobs and ruining art, I think it's basically pet rock 2025.
>>61312846>performance doubles every 2 years>AI mongoloids don't even know that Moore's law is deadyeah it's not a bubble bro I just used Clause Code to create a million dollar business in 2 minutes just waiting for smart money to notice me
