Treffer: What happens to old AI chips? They're still put to good use and don't depreciate that fast, analyst says.
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The article discusses the rapid development and market introduction of new AI chips, raising concerns about the fate of older-generation chips amid a competitive landscape for computational power. Investor Michael Burry has warned that major tech companies may be underreporting the depreciation of their chip inventories, potentially by $176 billion from 2026 to 2028. However, analysts from Alpine Macro argue that fears regarding chip depreciation are exaggerated, citing advancements in software that enhance older chips, sustained demand for older chips for inference tasks, and China's ongoing need for AI chips despite supply challenges. Additionally, the concept of "distributed AI" is introduced, highlighting the potential for utilizing underused chips from various sources to create resilient virtual networks. [Extracted from the article]
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