SemiAnalysis_· @SemiAnalysis_ · X·· 2 天前AI 评分
SemiAnalysis：算力资本市场新组启动
"就像僵尸末日，但你不知道会有多少波僵尸来袭。 H100 租金上涨了，而这款 GPU 本应处于折旧曲线下滑阶段。这条曲线是贷款方承销的依据，到 2029 年将有 $7 trillion 的债务到期。@dnishball 与 @JordanNanos 共同启动了我们的新算力资本市场小组。Nvidia 的兜底措施、ClusterMAX 作为信贷信号、每个 token 是否盈利等话题。"
"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."
H100 rental prices went up, on a GPU that should be sliding down its depreciation curve. That curve is what lenders underwrite, and there's $7 trillion of debt coming by 2029. @dnishball kicks off our new Compute Capital Markets group with @JordanNanos. Nvidia's backstops, ClusterMAX as a credit signal, whether each token is profitable and more.
来源：SemiAnalysis_ · x.com