I'm not familiar with accounting, but I suspect a lot of these cloud infrastructure companies don't throw out hardware for a very long time, just like how AWS sells you their old stuff as whitelabel compute at a markup, behind which I think are mostly old pieces of hardware, I think as long as Anthropic keeps finding uses for the old GPUS provided they dont break, they don't have to write off these assets, which means they don't incur costs using them if they are clever with their books