Oracle GPU Renewal Price Increases by 20%, Benefiting Nvidia and Neocloud

On September 13, Serenity stated that the GPU renewal data disclosed in Oracle's financial report sends positive signals to computing infrastructure companies such as NBIS and IREN. Oracle announced that all GPU computing power entering the renewal phase has been resold, with transaction prices 20% higher than the original contracts, and most devices have been in use for over four years. Serenity believes that this data serves as a counterexample to Burry's viewpoint on "rapid depreciation of GPUs" and is favorable for Nvidia and Neocloud.

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