Compute Market Prediction: A100 Stops Depreciating, H100 and B200 Appreciate
abhiadesai · x · 2026-08-12
An industry observer made a narrative-violating prediction regarding the AI compute market: by late 2025, the A100 chip will stop depreciating.
The core logic is that rising rental income offsets the time decay of the hardware's value. Furthermore, the forecast suggests that both H100 and B200 chips will meaningfully appreciate in value throughout 2026.
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