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Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly SIX YEARS OLD. And you're still bearish?"Because there is so much more demand than supply, there typically still is demand for the older chips .. we actually are completely sold out and have never retired an A100 server"
It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways better than depreciated fabs because main cost then is variable (energy) and is somewhat proportional to utilization.
• Most AWS servers and networking equipment: depreciated straight‑line over 6 years.
• AI‑intensive servers and networking gear (GPU/accelerator systems, associated high‑speed switches, etc.): depreciated over 5 years, with some older AI gear being written down even faster via accelerated depreciation
It's little like fully depreciated fabs - as long as GPU time / tokens are priced right, Amazon keeps on making money. In some ways better than depreciated fabs because main cost then is variable (energy) and is somewhat proportional to utilization.
• Most AWS servers and networking equipment: depreciated straight‑line over 6 years.
• AI‑intensive servers and networking gear (GPU/accelerator systems, associated high‑speed switches, etc.): depreciated over 5 years, with some older AI gear being written down even faster via accelerated depreciation
I agree. We saw the same with bitcoin mines, which now can probably become AI farms?
I saw a keynote by Google saying the same. Just build more datacenters. SemiWiki is in Google cloud, we are probably on an old cloud since we are small potatoes.
Some fabs can be updated to new process variations but generally they operate until the EPA comes after them. The “old IBM fab” in Essex Junction that was originally built and operated by IBM beginning in the late 1950s later became part of GlobalFoundries (GF Fab 9) and is still in operation today. It is an RF wafer cash machine.
