❌

Normal view

  • ✇Curzio Research
  • Old GPUs are changing the math behind the AI boom Curzio Research
    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.
     

Old GPUs are changing the math behind the AI boom

27 August 2026 at 12:17

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.

  • ✇Curzio Research
  • A major bear case against AI is falling apart Daniel Creech
    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.
     

A major bear case against AI is falling apart

26 August 2026 at 10:44

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.

❌