wayne nelms
@wayne_nelmz
MIT, ex-SIG quant trader || building @ornnexchange 🇺🇸
Joined September 2025
316 Following 1.5K Followers
Pretty clear that GPU depreciation schedules are too aggressive.
> $ORCL added more than 300,000 GPUs in Q1
> Utilization is at 97.9%
> Renewed capacity is priced 20% above the old contracts for 4+ year old GPUs
Not sure what other narrative is possible besides insatiable demand...
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Oracle: “GPU utilization remains extremely high at 97.9% in Q1.”
$ORCL $NVDA $CRWV
