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Fiber Infrastructure Outlasts GPUs, Complicating Comparisons of the AI Boom to Dot-Com

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A video argues that the current AI boom differs fundamentally from the dot-com bubble because of the lifespans of the underlying assets. Fiber-optic infrastructure built during the late 1990s can last for decades, while GPUs used for AI training and inference typically become economically obsolete within about three years. The comparison matters because it bears on how long data center and chip investments must pay back. The source is a YouTube video shared on Hacker News, which had only a handful of points and comments at the time of posting. The article text provided is limited to the link and metadata, so the full argument is not summarized here.

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