Topic Guide
What Is Technology cycles?
Technology cycles is a subject covered in depth across 1 podcast episode in our database. Below you'll find key concepts, expert insights, and the top episodes to listen to — all distilled from hours of conversation by leading experts.
What Experts Say About Technology cycles
- 1.The CoreWeave CEO believes the GPU depreciation debate, especially regarding H100s, is "nonsense" primarily instigated by short sellers.
- 2.CoreWeave's average client contract for compute services is five years, with some extending to six years, indicating long-term utility of their GPUs.
- 3.Claims that GPUs become obsolete in as little as 16 months are directly contradicted by CoreWeave's contractual agreements with customers.
- 4.CoreWeave employs a six-year depreciation schedule for its GPUs, anticipating that the hardware will remain viable for even longer.
- 5.The CEO's simple metric for a GPU's value is customer willingness to pay for its use over several years, validating its extended shelf life.
- 6.The company's "success-based" model means infrastructure is acquired based on client demand and long-term commitments, not speculative short-term depreciation.