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Was my $48K GPU server worth it?

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Re: Was my $48K GPU server worth it?

#392
post #321

Earlier quoted context omitted.

Supposedly Anthropic just reported that they’re operationally profitable. So maybe not?

"operationally" implies that capex (which I would assume includes datacenters, gpus, and r&d) is not in. So the big news is that they can now pay for electricity and sysadmin.

I believe they also excluded stock-based compensation from their calculation, which could easily tip them in the non-profitable direction.

Re: Was my $48K GPU server worth it?

#394

It reminds me of the Crypto mining bubble - I look forward to buying my heavily discounted Mac Studio soon.

a P40 from 10 years ago costs 5x what it did in early 2023. a 3090 from 6 years ago costs as much now as it did then. RAM costs over three times what it did a year ago. M3 512gb now costs twice what it did at release.

"soon" isn't happening until China saves us from the Taiwanese semiconductor cabal and their Talmudic markups.

Re: Was my $48K GPU server worth it?

#396
post #118

Earlier quoted context omitted.

Nitpicking, but the worst case of spending $25k is unforeseen circumstances that write off the entire asset. I don’t think -$2000 is a conservative enough figure for standard depreciation either (a lot can happen in a year)

> I don’t think -$2000 is a conservative enough figure for standard depreciation either (a lot can happen in a year) We aren't exactly in "standard" times and haven't been for quite a while. Even five year old graphics cards are worth more today than they were just a year ago. Things will obviously depreciate at some point, but you gotta throw your existing notions of how quickly and how much hardware will depreciate…

[deleted]

Re: Was my $48K GPU server worth it?

#397

Earlier quoted context omitted.

Not really. Every country has a nonzero number of criminals. It's entirely a matter of the risk/reward tradeoff. A small consumer item over $10k is well into dangerous territory.

Are we talking about a cash transaction? If so >$10k is dangerous as the police may want to steal it themselves. If it is an electronic payment, I'm not sure how completing the transaction in front of a police station will help any. Well, it will help the buyer to see it working, but the seller gets no additional protection besides seeing "a person."

> If it is an electronic payment, I'm not sure how completing the transaction in front of a police station will help any.

That's not the point of going to the "police safe exchange zone".

The point is to hopefully prevent the possibility of the buyer showing up with a .38 in hand, and demanding to be given the easy to fence "item" unless the seller wants to get a .38 slug embedded in their gut.

The risk of a "hold up" increases with dollar value and with items that are easier to fence.

Re: Was my $48K GPU server worth it?

#398

Earlier quoted context omitted.

You could almost sell a RTX 3090 for more today than what it cost brand new when it came out six years ago

It's still very contrarian to expect GPUs won't depreciate rapidly. Yes 3090s were a good investment then, but way worse than just buying Nvidia stock directly

How did we go from "I expect to lose only 1000-2000 if I try to sell my used equipment" to "you should have just bought NVDA to get a better return." The point wasn't the better return, the point is that I wouldn't lose all my initial investment if i decided I wanted to sell it.

And the fact of the matter is that in 2026, all electronics has gone up, not down, and sought-after GPUs have gone up in price in the used market.

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