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Old GPUs are changing the math behind the AI boom

One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware is lasting longer—and holding far more value—than many expected.

The post Old GPUs are changing the math behind the AI boom appeared first on Curzio Research.

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A major bear case against AI is falling apart

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.

The post A major bear case against AI is falling apart appeared first on Curzio Research.

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