wayne nelms
@wayne_nelmz
MIT, ex-SIG quant trader || building @ornnexchange 🇺🇸
가입 September 2025
316 팔로잉 중 1.5K 팬
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...
더 보기
Oracle: “GPU utilization remains extremely high at 97.9% in Q1.”
$ORCL $NVDA $CRWV
