- The claim that AI GPUs last only three years under high load originates from an anonymous source paid by Tegus, incentivized to sound confident rather than provide accurate data.
- Anectodal evidence suggests longer lifespans: Google's TPUs last eight years, AWS has never retired A100 servers, and ex-crypto GPUs remain functional.
- Hard data from supercomputers like Titan shows over 90% GPU survival rates at six years under proper cooling conditions.
- GPUs may have a short economic lifespan due to newer, more efficient models, but this does not support the argument that inference costs will rise post-bubble.
- GPUs are only part of datacenter costs; replacing them doesn't require building entirely new facilities.
- The belief that AI GPUs last only 1-2 years is popular among skeptics but lacks solid evidence and is contradicted by public communications and statistical data.