I think you missed CoreWeave's zero-cost-basis engine

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are ...

This 2020 Nvidia chip is still going strong. That matters for the AI boom.

CoreWeave recently rented Nvidia A100 GPUs into 2029, suggesting AI chips stay useful and hold their value far longer than critics feared.

CoreWeave’s 2029 A100 contract challenges one-term GPU depreciation model: Q2 Earnings

A new contract for Nvidia’s 2020-generation GPU points to a second monetization cycle after initial customer terms repay the debt used to fund deployments.
SDxCentral

Running 2,000 Nvidia AI GPUs costs $2m in electricity costs annually in Texas

Running 1,000 H100 GPUs and 1,000 A100 GPUs could cost $2 million in power bills annually, data from Liftr Insights suggests. According to Liftr's data covering semiconductors and power usage in Texas ...

Compute Exchange launches secondary GPU marketplace as H100 and A100 demand holds

The platform is moving beyond reserved compute capacity to connect institutional buyers with verified suppliers of pre-owned, refurbished and surplus Nvidia accelerators.
SiliconANGLE

Compute Exchange opens secondary market for used Nvidia H100 and A100 GPUs

The Compute Exchange Inc., a procurement marketplace for reserved graphics processing unit capacity, today launched a dedicated marketplace for used and refurbished GPUs, extending the platform into ...