A100
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 6, 2025 by Andrew Feldman · across every show →
Everything said about A100, oldest first
Oct 6, 2025 negative
Feldman: Claims of a two-year AI chip depreciation cycle are wrong
“I think people are clearly still getting value from H-one hundreds, and that's more than two years, right? So you know If you say it's a two-year depreciation, you're empirically wrong, right? I mean, they are and I think people are still getting value from A-…”