GPU depreciation at hyperscalers isn't about hardware lifespan—it's about accounting timing: chips earn half their lifetime cash in two years but are depreciated evenly over six.
As AI infrastructure scales past GPU constraints, supply chain bottlenecks are shifting to memory, power equipment, and data center land—creating 2027-2028 pricing opportunities the market hasn't yet valued.
Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios.
Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes
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