Breaking Analysis with Dave Vellante
Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
24 Nov 2025
Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.
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