Huawei GPUs may only have a 3-year life, while NVIDIA chips keep a 5-year depreciation window
teortaxesTex · x · 2026-07-23
- The speaker argues that NVIDIA GPUs can be depreciated over about five years, while Huawei GPUs may only have a three-year useful life.
- He says the Huawei 950 is fine this year and probably next year, but beyond that it may waste too much power.
- He also says B200s are worth buying if they can be purchased at a reasonable price and in sufficient quantity.
- The broader point is that AI compute lags are real, and hardware cycles may shorten enough that today’s large GPU clusters could become relatively outdated within a few years.
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