The idea of a useful life for depreciation being longer because chips from more than 3-4 years ago are fully booked confuses physical utilization with value creation. Just because something is used does not mean it is profitable. GAAP refers to economic benefits.Airlines keep old planes around for overflow during Thanksgiving or Christmas, but are only marginally profitable on the planes all the same, and not worth much at all.A100s take 2-3x more power per FLOP (compute unit) so cost 2-3x more in electricity alone than H100s. And Nvidia claims H100 is 25x less energy efficient than Blackwell for inference.If that is the direction you are going, chances are you have to be doing it, and it is not pleasant.
3-4 years is already too long. That number is getting thrown around to imply the bubble isn't quite due to pop yet. It is in fact over due. Nvidia is going to zero by July.
>>107266453buy signal
>25 timesOnly if you restrict NN to FP4.
>>107266410
wtf happened to the 1 year cycle I heard about 2 years ago any they haven't released anything since What a fraudulent company.
