Is the GPU depreciation too long?

Wallstreetcn
2025.12.04 03:20
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The core logic behind the "big short" shorting NVIDIA includes the belief that "the depreciation period of GPUs is too long." An executive from the "AI cloud newcomer" CoreWeave stated that the demand for the older H100 is the strongest ("sold out") because the software libraries are mature, and engineers are very familiar with them. He mentioned that many customers are renewing their H100 contracts for several years at a rate just 5% lower than the original price

The core logic behind the "big short" on NVIDIA is that "the depreciation period of GPUs is considered too long."

An executive from the "AI cloud newcomer" CoreWeave stated that the demand for the older H100 model is the strongest ("sold out") because the software library is mature, and engineers are very familiar with it. He mentioned that many customers are renewing H100 contracts for several years at a price only 5% lower than the original price.

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