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Open original source ↗And yet, despite $CRWV having clients willing to “re-up” fully-depreciated GPU contracts within 5% of original contracted prices…margins are declining. Lol, ok.
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CoreWeave CEO Michael Intrator tells me A100s are sold out across the space. He says when a large cluster of H100s came off contract, they were able to get a renewal within 5% of original contract price. "Our A100s are sold out. Our L40s are sold out. Our H100s are sold out. Our H200s are sold out. They come off contract, they get scooped back up," he said.
firstadopter ↗