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AI Bubble Burst: AI Chips Are Becoming Commoditized
Source: seekingalpha.com
Artificial IntelligenceCompany FundamentalsTechnology & Innovation
Amazon is reportedly seeking to sell $8B of Nvidia GPUs to investors and lease them back, potentially to avoid depreciation expense; the article does not specify the currency. The author interprets the move as suggesting Amazon views the GPUs as leaseable commodities rather than strategic assets, pointing to AI-chip commoditization.
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