product1 distinct publisher
The $500bn compute asset class rests on a depreciation curve Nvidia once denied
Six of the largest private capital firms want to finance GPUs as long-lived assets. Nvidia's own Blackwell pitch said you couldn't give last-generation Hoppers away.
Publishers:theverge.com
Reality
- Evidence40
- Adoption45
- Hype gap+50
- Incentives80
- Confidence45