bullish

EP 138: Talking GPU Depreciation, OCP Takeaways

979 Views23 Oct 2025 12:33
Podcast
SUMMARY
  • Companies in the public cloud are refreshing their server infrastructure every four to five years, but may accelerate this cycle due to the performance benefits of new CPUs and GPUs.
  • Despite advances in technology, older GPUs are still being used and making money for data centers, leading to questions about the economic lifespan of GPU systems.
  • Hyperscalers have adjusted their accounting policies to depreciate server hardware over longer periods, potentially impacting depreciation expenses.

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

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