Jensen Huang: GPU useful life now 8 years or more

At GTC Berlin, Jensen Huang said GPUs now stay productive for eight years or more instead of the assumed four. Elon Musk argued on SpaceX's earnings call that better models raise "useful intelligence per watt," while investor Gavin Baker noted GPU rental prices have gone vertical.

• Huang: GPU lifecycle is now 8+ years, not four
• Musk: old H100s rent for more than when new
• 1 GW of AI compute costs $50B and earns about $40B a year
• B200 residual value is 158% of its original cost