Compute Hardware

topic on 2 shows · 2 statements across 2 episodes

More or Less Big Technology

2 statements about Compute Hardware, every show

BIG TECHNOLOGY Assertion Supported
Brockman: Major AI Compute Purchases Require 18 to 24 Month Lead Times
“These compute purchases You have to lock them in 18 months, sometimes 24 months, sometimes longer, In advance of them actually being delivered, which means you really need to project forward.”
Greg Brockman Apr 1, 2026 ▶ 57:08 OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
Lessin: AI data center hardware won't depreciate as fast as expected
“I think it probably won't depreciate as fast as people think.”
Sam Lessin Oct 10, 2025 ▶ 20:18 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

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