Mark Zuckerberg says “the value of even an H100 at this point is higher than it was last year” as AI compute remains scarce challenging the idea that older $NVDA GPUs quickly lose their value.
Thats also why Meta benefits from owning its data centers because it can keep using GPUs long after they're fully depreciated instead of paying cloud providers year after year.
The same logic extends to $NBIS , $CRWV and IREN because if GPUs remain productive longer than expected then they can generate more revenue from the same hardware without needing to replace it as quickly.
Thats also why Meta benefits from owning its data centers because it can keep using GPUs long after they're fully depreciated instead of paying cloud providers year after year.
The same logic extends to $NBIS , $CRWV and IREN because if GPUs remain productive longer than expected then they can generate more revenue from the same hardware without needing to replace it as quickly.