How Nvidia CEO’s 'Blackwell joke' may not be so for it’s biggest customers
Nvidia's new Blackwell AI chips surpass their previous Hopper models, rapidly depreciating the value of older GPUs. This quick technological advancement may negatively impact major cloud companies like Amazon, Microsoft, Google, and Meta by accelerating asset depreciation and reducing their operating income.
Nvidia's new Blackwell AI chips surpass their previous Hopper models, rapidly depreciating the value of older GPUs. This quick technological advancement may negatively impact major cloud companies like Amazon, Microsoft, Google, and Meta by accelerating asset depreciation and reducing their operating income.
