The article discusses the potential impact of Nvidia’s GPU depreciation and accounting changes on AI stocks. According to Blackwell, an AI research firm, the rapid pace of innovation in AI hardware could lead to faster depreciation of Nvidia’s GPUs, which are widely used in AI applications. This could result in higher costs for companies relying on Nvidia’s GPUs, potentially affecting their profitability and stock valuations. Additionally, the article highlights the potential accounting changes that may be required to reflect the faster depreciation of AI hardware. These changes could impact the reported earnings and valuations of AI companies. The article emphasizes the importance of considering these factors when evaluating AI stocks, as the rapid pace of innovation in the field may lead to unexpected costs and accounting implications.