An Nvidia GPU depreciation slide that bears would rather not see
firstadopter · x · 2026-09-30
Investor-commentator firstadopter (former First Republic CEO) shared a slide about Nvidia GPU depreciation lifespans, calling it "the bears' nightmare slide" — implying the data undercuts arguments that AI GPUs depreciate too fast to justify hyperscaler capex. The substance is in the attached image.
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