CoreWeave discloses 25% price hike across SKUs and A100 contract extending to 2029
CoreWeave disclosed it hiked pricing 25% across SKUs in July and recently signed an A100 GPU contract extending into 2029, with the A100 SKU having been introduced in 2020. The disclosures were cited as evidence against Michael Burry's GPU depreciation bear thesis.
Detected & updated continuously · Source: Nebula
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@RHouseResearch
CoreWeave $CRWV: We hiked pricing 25% across SKUs in July
@RHouseResearch
CoreWeave $CRWV: We recently signed an A-100 contract that extends into 2029. This SKU was introduced in 2020.
@Sandeman52
Burry is cooked! $CRWV just dropped a pretty devastating data point for Michael Burrys GPU depreciation bear thesis. CoreWeave says it RECENTLY signed a contract for A100 GPUs that extends into 2029. The A100 was introduced in 2020! Think about that…. Customers are signing