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Hoolaaacoo
#NebiusQ3AICloudGrowth #NeoCloud companies are carrying a timing problem on their balance sheets.
GPUs bought at peak prices are depreciated over 5–6 years. Nvidia now ships a new generation roughly every year, so last year's flagship can be mid-tier long before it's off the books.
For $CRWV and $NBIS , infrastructure already makes up nearly 60% of operating costs.
The winners won't be whoever bought the most GPUs. They'll be whoever earned back the cost before the next generation landed.
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