---
title: "Is the GPU depreciation too long?"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/268526824.md"
description: "The core logic behind the \"big short\" shorting NVIDIA includes the belief that \"the depreciation period of GPUs is too long.\" An executive from the \"AI cloud newcomer\" CoreWeave stated that the demand for the older H100 is the strongest (\"sold out\") because the software libraries are mature, and engineers are very familiar with them. He mentioned that many customers are renewing their H100 contracts for several years at a rate just 5% lower than the original price"
datetime: "2025-12-04T03:20:56.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/268526824.md)
  - [en](https://longbridge.com/en/news/268526824.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/268526824.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/268526824.md) | [English](https://longbridge.com/en/news/268526824.md)


# Is the GPU depreciation too long?

The core logic behind the "big short" on NVIDIA is that "the depreciation period of GPUs is considered too long."

An executive from the "AI cloud newcomer" CoreWeave stated that the demand for the older H100 model is the strongest ("sold out") because the software library is mature, and engineers are very familiar with it. He mentioned that many customers are renewing H100 contracts for several years at a price only 5% lower than the original price.

### 相關股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [GraniteShares 2x Long NVDA Daily ETF (NVDL.US)](https://longbridge.com/zh-HK/quote/NVDL.US.md)
- [XL2CSOPNVDA (07788.HK)](https://longbridge.com/zh-HK/quote/07788.HK.md)
- [XI2CSOPNVDA (07388.HK)](https://longbridge.com/zh-HK/quote/07388.HK.md)
- [YieldMax NVDA Option Income Strategy ETF (NVDY.US)](https://longbridge.com/zh-HK/quote/NVDY.US.md)
- [Direxion Daily NVDA Bear 1X ETF (NVDD.US)](https://longbridge.com/zh-HK/quote/NVDD.US.md)
- [T-Rex 2X Long NVIDIA Daily Target ETF (NVDX.US)](https://longbridge.com/zh-HK/quote/NVDX.US.md)
- [T-Rex 2X Inverse NVIDIA Daily Target ETF (NVDQ.US)](https://longbridge.com/zh-HK/quote/NVDQ.US.md)
- [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-HK/quote/SOXL.US.md)

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