I feel like the idea that GPUs wear out in 3 years is as far as I can tell, generally unfounded.
The GPU build out will keep pumping tokens until the cost to replace is less that the cost to maintain. It is effectively sunk cost.
The GPU build out will keep pumping tokens until the cost to replace is less that the cost to maintain. It is effectively sunk cost.
I wonder if it will be that the U.S. (and allied countries) will be using the latest 1-2 generations of AI accelerators, and if the 3-5+ year old stuff will be sold to Chinese datacenters since that will still be the most powerful tech we'll be allowed to export to them?