Comment by hakfoo
7 months ago
If you have a truck full of A100s, it's "extremely valuable" but also perishable goods.
Right now, any workable AI hardware is valuable because the market is not presently saturated, and people are in a "buy what you can get" mindset.
Once the market is reasonably saturated, people will get more selective. Older parts will be less desirable-- less efficient, less featureful-- and if you have trucks full of them to dump on the market, it's going to depress the price.
It's like the PC market of 30 years ago. You got a new Pentium-100, but you could still sell on the old 386/16 for a fair amount of cash because for someone else, it beats "no computer". That market doesn't really exist anymore-- today, you may as well just leave a Haswell or Ryzen 1000 box at the curb unless you want to spend 6 weeks dealing with Craigslist flakes for $30.
And when that is the situation they can change their depreciation schedules. The fact remains, the current depreciation schedules for current hardware aren't unreasonable.