compute hardware

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 10, 2025 by Sam Lessin · across every show →

Everything said about compute hardware, oldest first

Oct 10, 2025 bullish
Opinion
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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