甲骨文老旧 GPU 续约价较原合同高出 20%

甲骨文续租价格跳涨 20%，且涉及设备多超四年。这数据直接冲击折旧论的根基，说明算力损耗并非如预期的那般快。老卡租金能溢价，意味着存量硬件仍有强劲价值支撑。相比换血，这种滚动续约对运营商现金流更友好，业务韧性比想象中强。

Seeing Oracle resell old GPUs at 20% higher prices makes me feel pretty good about the potential for Neocloud.

看到甲骨文 GPU 续约价涨了，感觉以前担心折旧的那些消息不太靠谱了，心里踏实点。

The 20% premium on Oracle's renewed GPU contracts suggests sustained demand despite the hardware being four years old. This directly counters claims of rapid depreciation. If aging units command higher resale value, capital efficiency for operators like Oracle improves, while providers like Neocloud gain pricing power. The data implies the supply chain isn't collapsing as quickly as some narratives suggest.

Oracle GPU renewals at 20% premium on four-year-old hardware looks bullish for short-term longs. Tight squeezes incoming?