a16z Report: Aging GPUs Gain Value as Compute Stays Costly

a16z's State of Markets II report, citing SiliconData leasing and residual value data, shows older GPUs are appreciating assets. It also challenges the narrative that compute is getting cheaper, as demand for intelligence is outpacing cost declines.

2026-10-05 ~ 2026-10-06 · 2 related posts

• a16z: Old GPUs are turning into appreciating assets, per real rental and residual value data — ns123abc · 2026-10-05
• Compute isn't getting cheaper: a16z report shows intelligence demand outpacing cost declines — LadyAshBorg · 2026-10-06