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Deep & Emerging Tech·August 12, 2026·1 min read

This 2020 Nvidia chip is still going strong. That matters for the AI boom.

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CoreWeave renting A100s out to 2029 shows AI accelerators have a longer economic half-life than many modeled. If you’re planning capex, revisit depreciation schedules and resale assumptions — older-gen GPUs may remain viable for a large class of workloads.

Deep & Emerging Tech

US Navy's new "Trump class" nuclear-powered program could hit $275 billion — with the first ship alone costing an eye-watering $23.4 billion

A $275 billion, nuclear-powered surface program that strains already-delayed yards is a signal that defense capex is locking in for decades, even as timelines slip. Shipbuilders and suppliers can plan for durable demand, but anyone selling “fast” dual-use tech into this stack needs to price in slow integration and chronic capacity bottlenecks.