This debate around how many years AI chips are actually useful, adding some fuel to those bubble fears. Nvidia CFO weighed in on that last night, saying that chips they shipped six years ago are still fully utilized today. It's a good topic for our dear DBosa in today's tech check.Hey D. >> Hey, good morning Carl. That's right.CFO Colette Crest, she tried to put the depreciation debate to bed, but she may have actually raised even bigger questions. She essentially said that Nvidia chips, they last longer th ...

Chip stocks meanwhile giving back some of yesterday's gains. The sector moved higher uh after Open AAI and Broadcom announced a custom uh chip deal. And Broadcom was sharply higher, but it's down today.In the last few minutes, Oracle announcing it's going to deploy 50,000 graphics processors from AMD starting in the second half of 2026. joining us now, Stacy Rasgen and uh Bernstein US semiconductor managing director uh and a senior analyst. And I don't know if you were ever wondering why' I get into this uh ...