Breaking Analysis with Dave Vellante
Breaking Analysis with Dave Vellante
SiliconANGLE
Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
10 minutes Posted Nov 24, 2025 at 4:00 pm.
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Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.