Is the GPU depreciation too long?
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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
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