GPU useful-life sensitivity — 2–3 yr obsolescence bear case vs published 4–6 yr estimate and 5–6 yr book policy (CONTESTED)
2–3 yr bear case vs 4–6 yr estimateforecastcontested
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| Scope | The 2–3-year value is a scenario stress, not an observed universal economic life; Goldman Sachs estimates 4–6 years of useful life. |
| As of | 2026 |
| Source | CNBC; theCUBE; DeepQuarry; Aravolta |
| Review | checking…review by 2026-10-21 · standard cadence |
| Recorded changes | last 2026-08-24 · 2 revisions tracked |
| Claim id | frontier-economic-gpu-life-vs-5-6-yr-book-life |
Where the guide uses it
Not quoted in a chapter yet; it is kept in the curated register.
← Full numbers register — every date-stamped figure in the guide, with revision history.