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Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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NVIDIA compute is fungible, durable and highly rentable. It is a productive, revenue-generating asset.
The H100 is a three-year-old training chip. Its rental price is up 22 percent on the month, to $3.28 an hour. Every depreciation schedule assumes a chip this old only loses value. The market is paying up for it instead. https://t.co/TNSqgys3vx