微软正在逐步退出 2023 年与 Oracle 的 AI 云租约：老款 Nvidia GPU 已不符合其规格要求，连带 $80B+ 的租用算力都在被重新评估。GPU 折旧比想象中快得多，矿企转做 AI 房东的生意，租户随时可以说不。
Yesterday, Bitcoin miners told investors they're becoming AI landlords.
Today, the biggest tenant handed back the keys.
Microsoft is winding down its 2023 Oracle AI-cloud deal — the older Nvidia GPUs no longer meet its specs.
The details matter:
• The deal powered AI Bing since 2023. Its size was never disclosed.
• Microsoft is now reviewing $80B+ in rented compute — CoreWeave, Nscale, Nebius included.
• Oracle says the freed capacity resold at a 20% premium. Its shares still fell ~4%.
The AI landlord business has one flaw nobody priced in: GPUs age in dog years.
A 4-year-old chip isn't an asset. It's a stranded cost looking for a tenant willing to take it.
The miners just bet their future on rent. The tenant just showed renters can say no.
$BTC #AI #CloudComputing #Crypto
Yesterday, Bitcoin miners told investors they're becoming AI landlords.
Today, the biggest tenant handed back the keys.
Microsoft is winding down its 2023 Oracle AI-cloud deal — the older Nvidia GPUs no longer meet its specs.
The details matter:
• The deal powered AI Bing since 2023. Its size was never disclosed.
• Microsoft is now reviewing $80B+ in rented compute — CoreWeave, Nscale, Nebius included.
• Oracle says the freed capacity resold at a 20% premium. Its shares still fell ~4%.
The AI landlord business has one flaw nobody priced in: GPUs age in dog years.
A 4-year-old chip isn't an asset. It's a stranded cost looking for a tenant willing to take it.
The miners just bet their future on rent. The tenant just showed renters can say no.
$BTC #AI #CloudComputing #Crypto