Comment by maxglute
How long can ai gpus stretch? Optmistic 10 years and we're still looking at 400b+ profit to cover interests. The factor in silicon is closer to tulips than rail or fiber in terms of depreciated assets.
How long can ai gpus stretch? Optmistic 10 years and we're still looking at 400b+ profit to cover interests. The factor in silicon is closer to tulips than rail or fiber in terms of depreciated assets.