AI GPUs probably live longer than three years

People who think current AI use is unsustainable often rely on the claim that inference GPUs only last “three years at the most” under load1. The idea here is that once the AI bubble money drains away, current infrastructure will rapidly become obsolete, and there won’t be enough money floating around to buy a whole slate of brand-new GPUs. Inference costs would thus rapidly become way too expensive for current AI products to make any financial sense. Where does this “three years at the most” claim come from? Is it plausible? Sourcing the quote The original Tom’s Hardware article quotes this tweet from Tech Fund, an anonymous former PM and tech investor, who quotes an anonymous “GenAI principal architect” at Google as saying “if you have a high utilization rate, then constant high utilization rate for a year or two, I think the lifespan will be three years at most”. This screenshot looks like it was from an interview. What interview? I scrolled back to October 2024 on Tech Fund’s…