CoreWeave与客户签下多年期NVIDIA A100合同，延续至2029年，即该2020年发布的GPU在推出约9年后仍有客户承诺长期容量。CoreWeave在10-K中将技术设备使用寿命从5年上调至6年，并称旧GPU集群可在合同到期后转向托管推理。黄仁勋指出，CUDA让Ampere、Hopper和Blackwell架构在其生命周期内持续升级，提升利用率与耐用性。
Some really interesting numbers on GPU depreciation cycle.
A 6-year-old NVIDIA GPU generation still has customers committing to multi-year capacity.
CoreWeave just signed a multi-year NVIDIA A100 contract. It runs into 2029.
And while NVIDIA introduced the A100 in 2020, means customers committed to that generation roughly 9 years after launch.
CoreWeave also says prior NVIDIA generations are largely sold out.
CoreWeave's 10-K assigns technology equipment a 6-year useful life, after raising the estimate from 5 in 2023 as hardware, software, and data-center design improved.
The company says older GPU fleets can shift into managed inference after initial contracts expire, keeping paid workloads on installed, powered hardware.
The mighty A100 fleet are mission-capable from 2020 through 2029. NVIDIA computing is more than chips. CUDA gives developers and NVIDIA engineers a common platform to continually upgrade Ampere, Hopper and Blackwell throughout their useful lives. CUDA makes NVIDIA computing versatile. Versatility makes it fungible. Fungibility drives utilization and extends durability, making NVIDIA compute a productive asset: rentable, durable and financeable.在 X 查看被引用的帖子
来源：Rohan Paul · x.com