GPU Depreciation Schedules

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Big Technology

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Luria: Three-year GPU depreciation could slash AI company valuations by 40%
“If a company has to depreciate most of its assets, Over three years instead of five years, that means their profitability is going to go down proportionally. And we could have in, in, in, in a stylized case, the value of a company declined by 40% because an ac…”
Gil Luria Nov 17, 2025 ▶ 29:50 AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria

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