CoreWeave Signs A100 Contract Extending Into 2029

Coreweave today: "We signed an A100 contract into 2029, a SKU introduced in 2020" 6 year old $NVDA products are being rented thru 2029, 3 more years, 9 years useful lifespan and counting! 🤯

From the Corweave earnings call: "we recently signed an A100 contract that extends into 2029 at an attractive price. As a reminder, this SKU was introduced in 2020. Clusters of prior generations of architecture of our installed, energized production-grade compute already running… Show more

Coreweave today: "We signed an A100 contract into 2029, a SKU introduced in 2020" 6 year old $NVDA products are being rented thru 2029, 3 more years, 9 years useful lifespan and counting! 🤯

The market is reducing itself to: Technology people who knows how this stuff works Vs Everyone else who has no idea and so gets short because it violates their non-technology priors