Milk Road AI(@MilkRoadAI):Mark Zuckerberg just gave one of the best answers yet to the GPU depreciation bear case. He says owning its own data centers is a financial advantage for $META. Meta will probably keep running its GPUs for a while even after they are fully depreciated on the books. And he says even an $NVDA H100, a chip that is years old now, is worth MORE today than it was last year. The bears keep saying GPUs lose their value in a couple of years and that this will crush AI margins. But if old chips are still in demand and still doing useful work, every GPU these companies buy pays off for much longer than the market thinks. That is good news for $META, and it is good news for $NVDA.

2026.10.12 23:20

Mark Zuckerberg just gave one of the best answers yet to the GPU depreciation bear case. He says owning its own data centers is a financial advantage for $META. Meta will probably keep running its GPUs for a while even after they are fully depreciated on the books. And he says even an $NVDA H100, a chip that is years old now, is worth MORE today than it was last year. The bears keep saying GPUs lose their value in a couple of years and that this will crush AI margins. But if old chips are still in demand and still doing useful work, every GPU these companies buy pays off for much longer than the market thinks. That is good news for $META, and it is good news for $NVDA.