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NVDA GPU

6 atoms · 跨 4 天 · 首见 2026-04-17 · 最近 2026-06-30

三色: 🟦 fact 0 · 🟥 take 6 · stance ▲3/▼3/◆0

来源: 群 1 · X 5

时态: fresh:4 · aging:2

标签: 好观点:6 · 好思考:1

2026-05-25 · GPU折旧年限
NVIDIA GPU are amortized in 3 years, they are worth nothing after 3 years...
tags: 好观点·好思考 · → daily
value: qty=3 years
2026-06-30 · 推理降本不消除 HBM/DRAM 需求
量化、KV 缓存等技术主要降低内存带宽和 HBM 使用率，但并未消除对大容量 HBM 或 DRAM 的需求 = 只是让单个 GPU 能服务更多请求
tags: 好观点 · → daily
2026-05-06 [老化中] · demand trend
The era of 'just train a massive foundation model and win' is ending a lot faster than people expected.
tags: 好观点 · → daily
2026-04-17 [老化中] · 税盾
I am buying Nvidia GPUs and claiming they are a “capital expenditure” so I get a write off on my taxes.
tags: 好观点 · → daily

2026-04-17 · 增值预期
These GPUs will hold their value or slowly appreciate overtime meaning I will get my money back while lowering my tax bill.
tags: 好观点 · → daily

2026-05-06 · rental availability
a lot of those datacenters are sitting half-empty or fully empty. I can make a phone call and get 1000 GPUs the next day.
tags: 好观点 · → daily