#gpu-depreciation

[ follow ]
#ai-infrastructure #hyperscalers #hardware-accounting #ai-bubble #defensive-dividend-stocks
Artificial intelligence
from24/7 Wall St.
1 day ago

Feels Like Markets Have Forgotten About Michael Burry's Stark Warning

Hyperscalers may be overestimating AI GPU useful life, risking significant future depreciation charges if GPUs' useful lives are shorter than reported.
Business
from24/7 Wall St.
2 months ago

Is the AI Rally Over? 3 Defensive Dividend Stocks to Rotate Your Profits Into

Hedge AI-driven portfolio risk with defensive dividend stocks because AI leaders’ balance sheets show falling cash and rising depreciation from costly, short-lived GPUs.
from24/7 Wall St.
4 months ago

CoreWeave Stock Is Surging Again. Were the Critics Wrong to Bet Against It?

Shares are jumping 5% in morning trading today, approaching $120 per share, fueled by blockbuster news of a $6.3 billion deal with Nvidia ( NASDAQ:NVDA ). The agreement, signed under their existing master services pact, commits the chip giant to snapping up any unsold cloud capacity from CoreWeave through April 2032. This backstop ensures steady revenue amid soaring AI demand, highlighting CoreWeave's pivotal role in powering next-gen computing.
Business
[ Load more ]