深潮TechFlow|Aug 13, 2026 05:19
[Jensen Huang: CUDA Extends A100 Lifecycle, NVIDIA Computing Power Gains Asset Attributes]
DeepTech TechFlow reports that on August 13, NVIDIA CEO Jensen Huang stated that A100 GPU clusters will remain operational from 2020 to 2029, emphasizing that the core value of NVIDIA's computing platform lies not only in the chips themselves but also in CUDA, which provides a unified platform for developers and NVIDIA engineers. This enables the Ampere, Hopper, and Blackwell architectures to receive continuous upgrades throughout their lifecycle. He further noted that CUDA enhances the versatility of NVIDIA's computing power, and this versatility increases its substitutability; substitutability, in turn, drives higher utilization rates and extends the lifespan, making NVIDIA's computing power a productive asset with characteristics of being rentable, durable, and financeable.
Earlier reports indicated that CoreWeave has extended its NVIDIA A100 leasing contract through 2029.
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