Oracle's old GPU renewal price increases by 20%, benefiting Nvidia and computing infrastructure companies

Serenity stated that Oracle's (ORCL) financial report shows that GPU computing power that has entered the renewal phase has been sold again, with a transaction price 20% higher than the original contract, and most devices have been in use for more than 4 years. This data refutes the notion of GPU rapid depreciation and is beneficial for computing infrastructure companies such as Nvidia (NVDA), Neocloud, NBIS, and IREN.