CoreWeave CEO Mike Intrator has spent two years getting “clubbed in the head” over the idea that its GPUs would quickly become obsolete. He thinks reports of GPU obsolescence have been greatly exaggerated. “The depreciation conversation was a self-serving conversation by a few players that had a vested interest in that narrative.” “You need the most performant GPUs to build on the frontier. And then once you’ve built it, there is this incredibly fat tail of other use cases where you can take GPUs and keep them deployed productively for a very, very long time.” “Every time a GPU is no longer capable of driving the frontier forward, it has a slew of other uses that will absorb it.” “The A100s, that’s 2020 architecture, getting that contracted out through 2029, that kind of puts that debate to close.” ▻