Even 2020-era GPUs keep gaining rental value, undercutting the AI bubble thesis
JFPuget · x · 2026-10-30
Bloomberg columnist Joe Weisenthal shared a striking chart: even chips from 2020 are still seeing their rental value increase. Intel chief analyst JF Puget shared it to mock the popular take that "AI is a bubble and GPUs will be deprecated in 3 years."
The implication: compute demand is growing so fast that even last-generation GPUs are appreciating in rental value — contradicting the bubble narrative of rapidly depreciating compute assets.
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