Chiobu has an advice for BBFA on their GPU…samster steam steam?

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This CEO left Bloomberg to track GPUs. She explains why prices are 'going nuts.'​

By Alistair Barr Author of the Tech Memonewsletter

Carmen Li, CEO of Silicon Data.Carmen Li

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• Carmen Li, CEO of Silicon Data, reports rising GPU prices on strong AI demand.
• Silicon Data's indexes show a significant Nvidia GPU rental price increase over the past few months.
• Cloud giants charge big premiums for GPU rentals.

 

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Not much depreciation​

This pricing information is crucial as tech giants, AI labs, and other companies spend trillions of dollars buying GPUs and building data centers to power the generative AI boom. One concern is that if GPU prices fall due to weak demand, AI cloud giants may have to depreciate these assets faster, which could hammer their earnings.

So far, the opposite is happening. GPU prices are rising, and even older GPUs aren't depreciating much, according to Li, who also runs a business called Compute Exchange that resells refurbished GPUs.


In the second year, you can sell a refurbished H100 for 85 cents on the dollar, Li told me. And then in year three, you can sell the same GPU for 84 cents on the dollar.

"My car depreciates a lot faster than that," she said.

 

[k1976]

Samster rushing to buy her GPUs?

 

[k1976]

Despite abit used, but still very keyi de