Jensen and Musk both think aging GPUs are worth more than the books show

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Jensen and Musk both think aging GPUs are worth more than the books show

Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic: GPUs are no longer rapidly depreciating consumables. Instead, their effective operational lifespans far exceed initial market expectations.

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