Microsoft has stopped renewing its batch of older Nvidia GPUs from Oracle, and they have been shutting down in recent months. An Oracle spokesperson responded that demand for early-generation GPUs remains strong. In the same week, Oracle issued approximately $10 billion worth of new shares at $116 each, closing at $116.10 on Friday, after briefly dipping to $109.21 during the day. With major customers retiring their cards due to their age, the stock price is finding support near the offering price. Putting aside the contract terms for now, the question is: will the new data centers built with the $20 billion raised this time (approximately $10 billion each in equity and debt) become the next wave of "old cards" in three years?