Resetting GPU Depreciation — Why AI Factories Bend, But Don’t Break, Useful Life Assumptions
Much attention has been focused in the news on the useful life of GPUs. While the pervasive narrative suggests GPUs have a short lifespan, and operators are “cooking the books,” our research suggests that GPUs, like CPUs before, have a significantly longer useful life than many claim.
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Sam Altman Resets the Economics of AI Factories
Breaking Analysis with Dave Vellante and theCUBE Research
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AI Factories - Data Centers of the Future
Breaking Analysis with Dave Vellante
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Salesforce’s Next Era - The Agentic Enterprise
Breaking Analysis with Dave Vellante and George Gilbert
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Service-as-Software: The New Control Plane for Business
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