Ben Bajarin
@BenBajarin
CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.
参加 April 2008
2.3K フォロー中 49.5K ファン
I heard hyperscalers are still utilizing V100s. A product from 2017 still valuable.
Coreweave today: "We signed an A100 contract into 2029, a SKU introduced in 2020"
6 year old $NVDA products are being rented thru 2029, 3 more years, 9 years useful lifespan and counting! 🤯
