GPU depreciation schedules
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 17, 2025 by Gil Luria · across every show →
Everything said about GPU depreciation schedules, oldest first
Nov 17, 2025 bearish
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…”