Record · corpus.blog/posts/01a0c51f-54cc-7216-8821-75d0008cb3d9

Lifespan of AI Chips: The $300 Billion Question

blog.citp.princeton.edu · published 15 October 2025

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5blogs citing

First cited: 16 Oct 2025
Most recent: 8 Sept 2026
Rank this month: not ranked
External links: 12
Words captured: 3,363

Cited by

Blog

In the post

Date

kevinmeyer.com

A 25-Year Déjà Vu Back to 9/10 (Not 9/11): The Deception of Massive Backlog Read at the source ↗

8 Sept 2026

normaltech.ai

Up the Stack: How AI’s Escape From the Commodity Trap Risks Enterprise Lock-in Read at the source ↗

9 Jul 2026

freedom-to-tinker.com

AI Chip Lifespans: A Note on the Secondary Market Read at the source ↗

18 Dec 2025

freedom-to-tinker.com

Why the GenAI Infrastructure Boom May Break Historical Patterns Read at the source ↗

25 Nov 2025

DSHR's Blog

Depreciation Read at the source ↗

21 Oct 2025

Pluralistic

Pluralistic: The AI that we'll have after AI (16 Oct 2025) Read at the source ↗

16 Oct 2025

Links from this post

Link

Host

OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators Read at the source ↗

openai.com

AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs Read at the source ↗

openai.com

https://www.investopedia.com/terms/d/depreciation.asp

investopedia.com

https://www.economist.com/business/2025/09/18/the-4trn-accounting-puzzle-at-the-heart-of-the-ai-cloud

economist.com

https://www.tomshardware.com/pc-components/gpus/datacenter-gpu-service-life-can-be-surprisingly-short-only-one-to-three-years-is-expected-according-to-unnamed-google-architect

tomshardware.com

https://seekingalpha.com/news/4124600-google-amazon-meta-see-estimates-trimmed-at-barclays-on-not-so-hidden-ai-costs

seekingalpha.com

https://tradersontrend.com/2024/08/13/is-the-ai-boom-leading-to-a-bust-the-financial-impact-of-gpu-depreciation/

tradersontrend.com

https://www.mckinsey.com/industries/technology-media-and-telecommunications/our-insights/the-cost-of-compute-a-7-trillion-dollar-race-to-scale-data-centers

mckinsey.com

https://citp.princeton.edu/people/arvind-narayanan

citp.princeton.edu

https://spia.princeton.edu/faculty/jns

spia.princeton.edu

https://citp.princeton.edu/people/felix-chen

citp.princeton.edu

https://citp.princeton.edu/people/mihir-kshirsagar

citp.princeton.edu