Serenity: Oracle's old GPU renewal price is 20% higher than the original contract, a positive for Nvidia and Neocloud companies.

September 13 - Serenity posted that the GPU renewal data disclosed in Oracle's (ORCL) earnings report sends a relatively positive signal to computing infrastructure companies such as NBIS and IREN.

Oracle stated that all GPU computing power entering the renewal stage has been resold, with transaction prices 20% higher than the original contracts, and most of the equipment has been in use for over 4 years. Serenity believes that this data serves as a counterexample to Burry's view of "rapid GPU depreciation" and is relatively favorable for Nvidia (NVDA) and Neocloud companies.