Nvidia deck reportedly uses Silicon Data’s residual-value data
A post says Silicon Data was the only external data provider cited in Nvidia’s deck, which used its data to make the case that AI infrastructure has a measurable market value.
TLDR
A post says Nvidia used Silicon Data’s residual-value data in a deck and cited no other external data provider. The author argues that AI infrastructure doesn’t necessarily follow an accounting depreciation curve: it has a market value that can be measured as GPUs increasingly become financed, traded and appraised assets.
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