Nvidia CEO Challenges Depreciation Assumptions for Aging AI Hardware
Yahoo Finance ·
Nvidia CEO Jensen Huang is pushing back against the widespread belief that expensive AI processors quickly lose their economic worth when newer models debut. On Tuesday, September 8, 2026, Huang stated on X that Nvidia compute hardware remains fungible, durable, and highly rentable, functioning as a productive asset that generates revenue. Supporting this view, rental rates for three-year-old H100 GPUs climbed 22% last month to $3.28 per hour. This sustained utility benefits cloud providers and enterprises investing billions by extending the investment recovery timeline and reinforcing Nvidia ecosystem layers. Furthermore, Huang revealed that OpenAI trained GPT-6 Astra using over 100,000 Nvidia Grace Blackwell NVLink72 chips, with an additional 400,000 GPUs preparing to come online. He also asserted that artificial general intelligence has arrived, signaling massive future compute demand.
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Nvidia CEO Jensen Huang emphasized that the economic lifespan of AI chips remains intact, as the rental price for three-year-old H100 GPUs rose 22% last month to $3.28 per hour. This shows that older hardware continues to generate steady cash, extending customers' payback periods and strengthening Nvidia's ecosystem. Investors should closely monitor whether rental rates and utilization hold up amid new product launches.
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- AI — Rental rates for older H100 GPUs rose by 22% and their continuous cash-generating ability was proven, alleviating customer concerns over AI infrastructure investment recovery and maintaining steady demand.
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The 22% increase in Nvidia's H100 rental rates challenges the conventional wisdom that older AI chips rapidly lose asset value. This helps cloud service providers and large-scale AI investors recover their investments over a longer period, acting as a structural bullish factor that supports sustained chip demand for Nvidia.
In a bullish scenario, older chips are recognized as infrastructure-grade assets, leading to follow-up orders, while in a bearish scenario, the resolution of short-term supply shortages could lead to falling rental rates and rising depreciation burdens driven by competitor chips. Key monitoring metrics going forward are utilization rates and rental price trends of older GPUs.
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