Does Michael Burry have it wrong? Nvidia chips retain value, data shows

Six-year-old A100 chips from Nvidia Corp. NVDA are still valued at nearly $5,000 each, complicating Michael Burry’s warning ...

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 ...

Jensen Huang just answered Michael Burry's Nvidia bear case

Nvidia CEO Jensen Huang posted GPU rental data on X, challenging Michael Burry's short thesis as H100 prices jump 22% and ...
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 ...
Yahoo Finance

Jensen Huang Says A100 GPUs Can Last Nearly a Decade

Huang said on X that Nvidia's A100 fleet is "mission-capable from 2020 through 2029," highlighting the longevity of the company's data center GPUs. The A100 debuted in 2020 as part of Nvidia's Ampere ...
Business Insider

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

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. AI cloud company CoreWeave just offered fresh evidence in one of the biggest debates hanging over the ...