I do think it is funny that there are analysts out there advocating and promoting “creative” depreciation accounting for AI infrastructure for neoclouds.

Come on, people. You can do better than that. It’s pretty obvious what is up.

Accelerated computing is on a one-year cadence. Some analysts are suggesting a 6 to 8 year useful life. Really? How does that math work?

What is the cadence for traditional computing? Even for traditional cloud, useful life arguably shouldn’t be 6 years especially given the assets are working at a much higher utilization rate than in non-CSP environments. 4-years max.

Come on now….. be real.