Brett Winton: The Ark Of The AI Universe Is Long, But It Bends Toward CapEx Justice
RiskReversal Pod
00:00
Financial Implications of GPU Depreciation in Tech Giants
This chapter examines the financial ramifications of GPU depreciation for major tech firms, highlighting the discrepancies between reported profits and the actual lifespan of technology. The discussion also addresses the influence of distributed training on GPU usage and the challenges tech companies face with significant capital investments in their infrastructure.
Transcript
Play full episode
