wayne nelms(@wayne_nelmz):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...

wayne nelms

@wayne_nelmz

MIT, ex-SIG quant trader || building @ornnexchange 🇺🇸

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wayne nelms@wayne_nelmz

2026.09.21 14:47

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...