<ul><li>Nvidia's new Blackwell GPUs make older Hopper models less useful, affecting cloud giants.</li><li>Rapid tech advancements may force cloud giants to adjust asset depreciation, denting earnings.</li><li>Amazon leads in adjusting server lifespan, Meta and Google could see profit hits.</li><li>Nvidia CEO Jensen Huang jokingly mentioned that Blackwell GPUs would make Hoppers undesirable, causing potential problems for big customers.</li></ul>

Nvidia CEO Jensen Huang joked about something that could cost his biggest customers billions of dollars

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