AI Chip Obsolescence Could Break Business Models, Amodei Says

[madmax]

Another risk Amodei flagged: fast-moving GPU cycles.
Chips don’t stop working — but newer, faster ones quickly make old inventory lose value, creating huge pressure on companies investing billions in compute.
Anthropic is taking a conservative approach, assuming tough depreciation timelines as it scales. Others, he hinted, are not preparing nearly as cautiously.

[Nahid Hossen]

Fast AI hardware cycles make long-term planning difficult.

[Nahid Hossen]

Companies relying on fixed chip assumptions face major risks.