Nvidia reignites chip depreciation debate

Breakdown

• Nvidia's CFO claims that chips shipped six years ago are still fully utilized, suggesting longer useful lifespans. 7s
• Critics argue that continued use of old chips does not guarantee economic value, as new models quickly reduce the worth of previous generations. 29s
• Uncertainty over AI chip depreciation complicates investment modeling for capex and margins, increasing risk for investors. 1m 35s
• Google is pursuing vertical integration with its own hardware, while Chinese companies achieve similar AI results with much lower spending. 1m 44s
• The debate over AI chip value and lifespan continues, fueling concerns about market sustainability and a potential bubble. 2m 16s