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by thelastgallon 216 days ago
GPUs depreciate very very fast, unlike compute/network. Nvidia is coming up with newer, significantly better products very fast. These should be depreciated over 2 - 3 years, but they are being depreciated over 6 years. Michael Burry is shorting based on this: https://www.youtube.com/shorts/7hIcgCz1vpQ
1 comments

this shows the depreciation table: https://www.youtube.com/watch?v=ZwW3yBuaw0c&t=65s