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A comment on Anthropic IPO Valuation Talks Drop to $1.3T as Major Investors Balk. Parent comment

Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by jiveturkey on Friday November 06, 2026 @02:34PM (#50397230)
> get their capex in order first

how are they gonna do that when the half-life of a GPU is 18 months?

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by dyauspitr on Friday November 06, 2026 @02:59PM (#50397567)
Their lifespans are 2 to 4 years with heavy usage. Even then the problem isn’t the lifespan. It’s the lack of supply right now. I assume with more built out production capacity GPUs get cheaper too.
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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by Sol- on Friday November 06, 2026 @03:17PM (#50397833)
Spot prices for 5 year old A100s are still going up recently, because inference is so valuable. This meme that GPUs are a quickly depreciating asset is outdated.
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