Jamin Ball, Partner @ Altimeter Capital
Coreweave's recontracting of older NVIDIA GPUs (A100s through 2029) and Jensen Huang's endorsement suggest GPU useful life extends far beyond the assumed 4–5 years, with implications for cloud compute economics and long-term chip value retention.
Read the full post on Clouded Judgement ↗
Topics: AI (Horizontal) · AI Infrastructure · Enterprise Software
Published by Clouded Judgement · their site ↗
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