Clouded Judgement 8.14.26 - Useful Life - by Jamin Ball

Every week I’ll provide updates on the latest trends in cloud software companies.

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Useful Life A few weeks ago I wrote an article “The Second Life of a GPU.” In that post I discussed a (hypothetical) scenario where GPUs retained value past their (presumed) 4-5 year useful life. What impacts would this have on clouds / neoclouds or the broader compute complex? Could compute contracts be “re-contracted” after their useful life? All some version of the same question - is the useful life of these chips actually much longer than 4-5 years. Well, this week on…

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