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Watch the FULL video here:
19 Years of Quarterly Financials:
CoreWeave spreads the cost of its GPUs over about six years, and Michael Burry argues the AI industry is overestimating how long these chips stay useful.
On SpaceX's Q3 call, Elon Musk said the opposite, which goes in CoreWeave's favor: short-term GPU leases renew at higher prices, and better software makes even old Nvidia H100s rent for more today than when they were new. Not financial advice.
Related video: set the full CoreWeave video in YouTube Studio's "Related video" field once it's up.
#ElonMusk #Nvidia #CoreWeave
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