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Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't... show more

Blockspace

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40,900 次观看 • 3 个月前 •via X (Twitter)

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HIVE Executive Chairman: GPUs for AI Compute Earn 10x as Much per Hour as Mining Rigs Frank Holmes Frank Holmes , Executive Chairman of HIVE Digital Technologies, one of the world’s leading publicly listed Bitcoin mining companies, said during TheStreet Roundtable on July 29 that the company is accelerating the expansion of its AI computing business. HIVE expects AI’s share of revenue to rise from around 10% to more than 50% this year. Holmes said ASIC mining machines generate approximately $0.12 to $0.14 per hour, while an H100 GPU can generate close to $2 per hour. Even older GPUs can earn about $1.40 per hour, roughly 10 times as much as mining machines.

HIVE Executive Chairman: GPUs for AI Compute Earn 10x as Much per Hour as Mining Rigs Frank Holmes Frank Holmes , Executive Chairman of HIVE Digital Technologies, one of the world’s leading publicly listed Bitcoin mining companies, said during TheStreet Roundtable on July 29 that the company is accelerating the expansion of its AI computing business. HIVE expects AI’s share of revenue to rise from around 10% to more than 50% this year. Holmes said ASIC mining machines generate approximately $0.12 to $0.14 per hour, while an H100 GPU can generate close to $2 per hour. Even older GPUs can earn about $1.40 per hour, roughly 10 times as much as mining machines.

Wu Blockchain

53,789 次观看 • 18 天前

Kevin Hassett's theory of tariffs: "China has got to sell a lot of stuff to us to maintain political stability. And so if we put a tariff on their stuff, then they cut the price so that our consumer is basically still able to demand as much stuff as they need to sell to be politically stable."

Kevin Hassett's theory of tariffs: "China has got to sell a lot of stuff to us to maintain political stability. And so if we put a tariff on their stuff, then they cut the price so that our consumer is basically still able to demand as much stuff as they need to sell to be politically stable."

Aaron Rupar

375,520 次观看 • 9 个月前

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

Blockspace

56,151 次观看 • 5 个月前

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

CoreWeave cofounder brannin mcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think it's largely driven by inference and the idea that—not every workload needs the latest, greatest GPUs or servers." "There are different types of workloads that need different compute, and the market is efficiently pairing the right GPUs and servers with the workloads that need them." "We see incredibly robust demand all the way back to the Ampere generation, which I believe is six years old at this point."

TBPN

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Bitcoin's 4 year cycles are over Strategy plans to buy tens of trillions of dollars worth of Bitcoin They can issue as much digital credit as they want to, and they will turn around and use all the proceeds to buy Bitcoin You are NOT bullish enough

Bitcoin's 4 year cycles are over Strategy plans to buy tens of trillions of dollars worth of Bitcoin They can issue as much digital credit as they want to, and they will turn around and use all the proceeds to buy Bitcoin You are NOT bullish enough

Rajat Soni, CFA

53,632 次观看 • 8 个月前

.President Donald J. Trump: "Your Southern Law Whatever It Is has given money to the KKK. They're supposed to protect people and they're paying all these people, crooked as can be... That was all a rigged election — all of the things with Charlottesville, all of the stuff they did."

.President Donald J. Trump: "Your Southern Law Whatever It Is has given money to the KKK. They're supposed to protect people and they're paying all these people, crooked as can be... That was all a rigged election — all of the things with Charlottesville, all of the stuff they did."

Rapid Response 47

254,011 次观看 • 3 个月前

PRESIDENT TRUMP'S TAKE ON WINDMILLS: "There are windmills all over the place and they are losers." "China is very smart. They make them, they sell them for a fortune. They sell them to the stupid people that buy them, but they don't use them themselves." "They're shocked that people continue to buy those damn things. They killed the birds. They ruined your landscapes. Other than that, I think they're fabulous, by the way. Stupid people buy them."

PRESIDENT TRUMP'S TAKE ON WINDMILLS: "There are windmills all over the place and they are losers." "China is very smart. They make them, they sell them for a fortune. They sell them to the stupid people that buy them, but they don't use them themselves." "They're shocked that people continue to buy those damn things. They killed the birds. They ruined your landscapes. Other than that, I think they're fabulous, by the way. Stupid people buy them."

Fox News

543,912 次观看 • 6 个月前

🚨 Sheriff Chad Bianco nails it! Legal immigrants paid their dues for the American Dream. Illegals get it free. No wonder they’re furious! “They went through the legal process of doing it. It certainly is not fair to any of them that people are just allowed to break the law and come into the law and get all of these free things that they didn't get. They had to come here and struggle, and they had to come here and work very hard for the American dream, and the American dream is you work as hard as you can to achieve as much as you want. Yeah. That's really the American dream. But when you have a situation now that they are working as hard as they possibly can to achieve the American dream and it, it's been 12 years that they've been working here and they've been paying their taxes and they've been law-abiding, and now they're watching people come across the border, free flow across the border, getting free everything, and, and being allowed to stay here, taking away from them, they're angry, t- and rightfully so.”

🚨 Sheriff Chad Bianco nails it! Legal immigrants paid their dues for the American Dream. Illegals get it free. No wonder they’re furious! “They went through the legal process of doing it. It certainly is not fair to any of them that people are just allowed to break the law and come into the law and get all of these free things that they didn't get. They had to come here and struggle, and they had to come here and work very hard for the American dream, and the American dream is you work as hard as you can to achieve as much as you want. Yeah. That's really the American dream. But when you have a situation now that they are working as hard as they possibly can to achieve the American dream and it, it's been 12 years that they've been working here and they've been paying their taxes and they've been law-abiding, and now they're watching people come across the border, free flow across the border, getting free everything, and, and being allowed to stay here, taking away from them, they're angry, t- and rightfully so.”

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Los Angeles Controller Kenneth Mejia says the City is in a deficit for a 2nd year in a row He explains California Democrats budget much higher then what they’ll take in They do that so they get to spend that higher amount, and then worry with the deficit later He says how they later deal with that is then freezing all the different departments budgets which hurts them greatly “Because what the city does is when they budget high, they'll try to spend to that number — what they'll end up doing is they will freeze that department's operations like they're hiring and they're already short staffed, they're expenses and you know, they can't even do their job anymore”

Los Angeles Controller Kenneth Mejia says the City is in a deficit for a 2nd year in a row He explains California Democrats budget much higher then what they’ll take in They do that so they get to spend that higher amount, and then worry with the deficit later He says how they later deal with that is then freezing all the different departments budgets which hurts them greatly “Because what the city does is when they budget high, they'll try to spend to that number — what they'll end up doing is they will freeze that department's operations like they're hiring and they're already short staffed, they're expenses and you know, they can't even do their job anymore”

Wall Street Apes

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🚨 Rep Tim Burchett EXPOSES China is being allowed to buy the commissaries on US Military Bases and then have access to the transaction data that includes sensitive information, down to which officer flys which specific planes They also have access to our troop movements “They own some of the commissaries in our military installations. You run that credit card, they're going to know, oh, it's a lieutenant colonel. He flies a F. Whatever. - They're going to know our troop movements - They're going to know our military installations where they are - They're in our learning institutions - They're in our research institutions” “The reason we're in such a bind with China? Because Congress sold us out. They sold us out with the lobbyists.”

🚨 Rep Tim Burchett EXPOSES China is being allowed to buy the commissaries on US Military Bases and then have access to the transaction data that includes sensitive information, down to which officer flys which specific planes They also have access to our troop movements “They own some of the commissaries in our military installations. You run that credit card, they're going to know, oh, it's a lieutenant colonel. He flies a F. Whatever. - They're going to know our troop movements - They're going to know our military installations where they are - They're in our learning institutions - They're in our research institutions” “The reason we're in such a bind with China? Because Congress sold us out. They sold us out with the lobbyists.”

Wall Street Apes

463,230 次观看 • 1 年前

CoreWeave CEO: The GPU Depreciation Debate is Nonsense Being Pushed by Short Sellers CoreWeave CEO Michael Intrator: “ My take on the GPU depreciation debate is that it's nonsense.” “It's a debate that is being brought to the forefront by some traders that have a short position in the stock and they're trying to talk down.” “Look, here's what we know when we buy infrastructure: we're a success-based company, right? We're a small company, on a relative basis, compared to the enormous companies that we're competing with.” “And so our clients come into us and they buy compute for five years, for six years. Our average contract is five years.” “So any commentary by anyone, either inside or outside of the industry, that this stuff becomes obsolete in 16 months or whatever nonsense they're spewing, it doesn't in any way match up with the facts on the ground.” “The fact on the ground is, they're buying it for five years.” “And my approach to this has always been, if people are willing to pay me for it, it still has value. Pretty simple way of approaching it.” “We use a six year depreciation. We believe that the GPUs will last in excess of six years, but we felt like that was a fair and reasonable approach to a technology cycle that's moving at this velocity.” ------------------------------------------ Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE 🏛 -

CoreWeave CEO: The GPU Depreciation Debate is Nonsense Being Pushed by Short Sellers CoreWeave CEO Michael Intrator: “ My take on the GPU depreciation debate is that it's nonsense.” “It's a debate that is being brought to the forefront by some traders that have a short position in the stock and they're trying to talk down.” “Look, here's what we know when we buy infrastructure: we're a success-based company, right? We're a small company, on a relative basis, compared to the enormous companies that we're competing with.” “And so our clients come into us and they buy compute for five years, for six years. Our average contract is five years.” “So any commentary by anyone, either inside or outside of the industry, that this stuff becomes obsolete in 16 months or whatever nonsense they're spewing, it doesn't in any way match up with the facts on the ground.” “The fact on the ground is, they're buying it for five years.” “And my approach to this has always been, if people are willing to pay me for it, it still has value. Pretty simple way of approaching it.” “We use a six year depreciation. We believe that the GPUs will last in excess of six years, but we felt like that was a fair and reasonable approach to a technology cycle that's moving at this velocity.” ------------------------------------------ Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE 🏛 -

The All-In Podcast

52,405 次观看 • 4 个月前

CoreWeave $CRWV CEO Michael Intrator, on the Big Technology Podcast, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not. "The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."

CoreWeave $CRWV CEO Michael Intrator, on the Big Technology Podcast, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not. "The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."

Rittenhouse Research

161,828 次观看 • 7 个月前

🚨 BREAKING: The Democrats are furious after realizing American travelers by-and-large LOVE having ICE assisting TSA lines in airports One woman realized the fake news propaganda was wrong! "I WAS concerned...but they're not bothering us, so let's get it done!" 🔥 "I like that they're here. It's allowing us to move and get to where we need to go." "As long as they can help us move a little bit faster, maybe they can take some of the work off TSA agents. I'm ALL FOR IT."

🚨 BREAKING: The Democrats are furious after realizing American travelers by-and-large LOVE having ICE assisting TSA lines in airports One woman realized the fake news propaganda was wrong! "I WAS concerned...but they're not bothering us, so let's get it done!" 🔥 "I like that they're here. It's allowing us to move and get to where we need to go." "As long as they can help us move a little bit faster, maybe they can take some of the work off TSA agents. I'm ALL FOR IT."

Eric Daugherty

973,486 次观看 • 4 个月前

"That legislation is so important," says Vice President JD Vance on the SAVE America Act. "The problem that [some Senators] have, with all due respect, is that they're worshipping dying institutional norms, when the Democrats are, in fact, bragging that as soon as they get control, they're going to throw that stuff aside and make it so much harder for Republicans to even win elections."

"That legislation is so important," says Vice President JD Vance on the SAVE America Act. "The problem that [some Senators] have, with all due respect, is that they're worshipping dying institutional norms, when the Democrats are, in fact, bragging that as soon as they get control, they're going to throw that stuff aside and make it so much harder for Republicans to even win elections."

Rapid Response 47

127,478 次观看 • 1 个月前

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Can Eli Lilly become the largest company in the world? Jordi Visser thinks so. "The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number one AI company in the world within 5 years, is because they are building a specialized model." "They have their own data center with 1,000 GPUs with all the data that $LLY has had [as] a 150 year old company." "They are creating an innovation hub of using data all for human software."

Anthony Pompliano 🌪

140,356 次观看 • 2 个月前

Walz: There's a whole lot of Republicans, for whatever reason, cannot find their spine, but they might find the ability to know that they're not going to win another election as long as they live, unless they stand up for what's right and stand up for the rule of law

Walz: There's a whole lot of Republicans, for whatever reason, cannot find their spine, but they might find the ability to know that they're not going to win another election as long as they live, unless they stand up for what's right and stand up for the rule of law

Acyn

135,642 次观看 • 6 个月前

Google is a vaccine company?! "One thing people need to know, is that Google is a vaccine company. Google's parent company alphabet and Verily have this this a series of sister subsidiaries of Google's, actually manufactured vaccines flu vaccines and other vaccines and they're making and they're partnering with all the pharmaceutical companies. So Google has a seven hundred and sixty one million dollar partnership with Glaxo and what they're doing is they're harvesting medical information. That's a huge part of their business and then they're selling it to the pharmaceutical companies. But they're partnering with pharmaceutical companies that they can use that medical they can tell what you're buying habits are they can hear you cough listening to the theory and that all of these, you know, the surveillance systems they're erecting and the informational systems and how we use them and what we purchase is Is all turned into sellable data. Now going to the vaccine companies and the big pharmaceutical companies and they're partnered with them. They're really just part of the big part of the industry."

Google is a vaccine company?! "One thing people need to know, is that Google is a vaccine company. Google's parent company alphabet and Verily have this this a series of sister subsidiaries of Google's, actually manufactured vaccines flu vaccines and other vaccines and they're making and they're partnering with all the pharmaceutical companies. So Google has a seven hundred and sixty one million dollar partnership with Glaxo and what they're doing is they're harvesting medical information. That's a huge part of their business and then they're selling it to the pharmaceutical companies. But they're partnering with pharmaceutical companies that they can use that medical they can tell what you're buying habits are they can hear you cough listening to the theory and that all of these, you know, the surveillance systems they're erecting and the informational systems and how we use them and what we purchase is Is all turned into sellable data. Now going to the vaccine companies and the big pharmaceutical companies and they're partnered with them. They're really just part of the big part of the industry."

Bridgett Fertig

49,678 次观看 • 7 个月前