AI chips depreciate over three years at a rapid rate, losing nearly all their value as newer, better chips are developed, creating a risky investment profile unless the infrastructure achieves extraordinary performance improvements within that timeframe.
causalpending
Speaker
Gregory C. AllenEvidence Quote
“the AI chips are a big big big component of that investment and they depreciate over three years you've lost almost all the value of the chip just because chips are getting better at such an incredible rate um after three years”
Source
Week 1 of the Trump administration, AGI timelines, and DeepSeek— Center for Strategic & International StudiesCreated: 8/11/2026, 7:43:26 AM
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