Shay Boloor(@StockSavvyShay):$CRWV says pricing for its older $NVDA Ampere and Hopper GPUs rose 30% to 50% last quarter and now exceeds their original contract rates with new deals extending beyond chips depreciable lives. That makes the ~300K GPUs coming off contract through 2028 particularly interesting as renewing them at today’s prices could generate ~$10B in ARR without any new GPU capex.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

Joined February 2019

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Shay Boloor@StockSavvyShay

2hours ago

$CRWV says pricing for its older $NVDA Ampere and Hopper GPUs rose 30% to 50% last quarter and now exceeds their original contract rates with new deals extending beyond chips depreciable lives. That makes the ~300K GPUs coming off contract through 2028 particularly interesting as renewing them at today’s prices could generate ~$10B in ARR without any new GPU capex.