[Serenity: Oracle's Old GPU Renewal Price Is 20% Higher Than the Original Contract, Benefiting NVIDIA and Neocloud] BlockBeats News, September 13, Serenity published an article stating that the GPU renewal data disclosed in Oracle's (ORCL) financial report sends a relatively positive signal to computing power infrastructure companies such as NBIS and IREN. Oracle revealed that all GPU computing power entering the renewal phase 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 this data serves as a counterexample to Burry's "rapid GPU depreciation" argument and is favorable to NVIDIA (NVDA) and Neocloud. [Original Link]