My 2 cents on depreciation——

For AI compute output companies (e.g. 算力输出公司）, a 5-6 year accounting depreciation for hardware is standard, but this is only the accounting depreciation. The training requires cutting-edge tech, while inference reuses older gear. NVIDIA’s rapid cycles cause economic depreciation in 1-2 years, therefore, the economic depreciation gap is indeed mismatching accounting schedules and risking write-downs.

所有跟帖： 

• However, I agree with you on one point, due to -晓炎- ♀ (2119 bytes) () 11/29/2025 postreply 18:13:44

• 重弹老调，great minds think alike。：）晓炎写的更专业， 更有文采。 -薄利多收- ♂ (63 bytes) () 11/29/2025 postreply 19:02:24

• lol 你意思说你写的都是内涵，而我的花里胡哨？ -晓炎- ♀ (436 bytes) () 11/29/2025 postreply 19:04:42

• 哈哈。 有时间不去做做功课， 挣点糙米？ 我还在努力中。 -薄利多收- ♂ (0 bytes) () 11/29/2025 postreply 19:54:41

• I don't know you're a slave driver, it's my last day of -晓炎- ♀ (280 bytes) () 11/29/2025 postreply 20:51:36

• my bad. Enjoy the vacation. :) Maybe I said too late. -薄利多收- ♂ (0 bytes) () 11/29/2025 postreply 22:09:31

• 重来都不会太晚LOL 一直说欠了你很多碗糙米，这篇“度假”文可以值几碗吗？—- -晓炎- ♀ (9164 bytes) () 11/30/2025 postreply 05:09:29

• 这篇是一篇触及灵魂的文字，很哲学，很诗人，文字非常优美，让人欲罢不能，才女 -marilyn- ♀ (641 bytes) () 11/30/2025 postreply 06:35:32

• 早，我终于“颠沛流离”了1.5天回到了我的出发地LOL 谢谢你喜欢这篇文章， -晓炎- ♀ (359 bytes) () 11/30/2025 postreply 07:44:17

• 我也最喜欢这一篇 -bogbog- ♀ (0 bytes) () 11/30/2025 postreply 18:26:26

• 晓炎文采飞扬，文笔触及灵魂最柔软之处。中英文无缝对接，也只有糙米可与之相匹配。 ：） -薄利多收- ♂ (0 bytes) () 11/30/2025 postreply 08:18:33

• 你就使坏吧你LOL，好吧，cheers for our 糙米！ -晓炎- ♀ (167 bytes) () 11/30/2025 postreply 09:13:44

• a further risk is the inferencing demand might be deployed -楚怀沙- ♀ (50 bytes) () 11/30/2025 postreply 06:59:15