Musk and Huang differ on AI cloud providers' ability to survive debt
The disagreement comes amid investor concerns about an AI bubble, according to the South China Morning Post. Separately, DigiTimes reports that both executives believe GPUs remain useful longer than initially expected and that aging hardware is worth more than its accounting value would suggest.
Covered by 2 publishers within 28 hours of the first report.
Reporting2
DigiTimes Jensen and Musk both think aging GPUs are worth more than the books show · Yunnie Cheng
South China Morning Post Elon Musk, Jensen Huang have opposing outlooks on AI neoclouds. Who is likely correct? · Howard Liu,Ben Jiang