Serenity: Oracle’s renewal price for its legacy GPUs is 20% higher than the original contract, a positive development for NVIDIA and Neocloud.
1 hours ago
Serenity noted that GPU renewal data disclosed in Oracle’s (ORCL) financial report sends a relatively positive signal to computing infrastructure firms including NBIS and IREN. Oracle stated that all GPUs entering the renewal phase have been resold, with transaction prices 20% higher than their original contracts, and most of these devices have been in use for more than four years. Serenity argues this data serves as a counterexample to Burry’s claim of “rapid GPU depreciation” and is more favorable to NVIDIA (NVDA) and Neocloud.
Entropy spent 500 HYPE to acquire DRAM code, and is expected to launch io:DRAM perpetual contracts.
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Ethereum drops below $2,500, with a 1.14% decline in the past 24 hours.
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Bitcoin drops below $77,000, posting a 0.44% decline in the past 24 hours.
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