Bullish Commentary on Nvidia's GPU Lifecycle

2 months ago

"I actually believe that this is completely completely wrong and the main reason is obviously Meta Platforms is increasing its useful life of GPUs because those GPUs are becoming even more and more useful for its core revenue business. The older GPUs are still used for any form of AI inferencing of an AI model that is used for its recommender system which is pretty much its advertisement and engagement platform. So I think Michael Barry here is extremely extremely wrong with the useful life of Nvidia chips."

The speaker dismisses the bearish thesis regarding the shortened useful life of GPUs, arguing that companies like Meta Platforms are effectively extending the lifespan of Nvidia chips due to ongoing utility in core revenue areas. This commentary reinforces a bullish stance on Nvidia, suggesting strong, sustained demand for its products.

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