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

What happened

Speaking at GTC Berlin, Nvidia CEO Jensen Huang, and speaking on SpaceX's third-quarter 2026 earnings call, 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. The source does not state the cause, and no specific prices, quantities or timelines were given.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

GPU

Nvidia TeslaSpaceX

GPU depreciationGPU lifespanJensen HuangElon MuskGTC Berlinearnings call

Source and time

Source: DigiTimes Asia · 10/27/2026 · View original source

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

What happened

Impact and signal

Affected components and suppliers

Source and time

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