Over the past few weeks, several US banks have pulled off from lending to Oracle for expanding its AI data centres, as per a report.

  • boonhet@sopuli.xyz
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    2 days ago

    They’re supposedly depreciating their GPUs over 7 years. Apparently these data center GPUs are only used for about 3, as the generational improvements in efficiency almost dictate you replace them + the first stragglers start failing around that mark anyway

    They could actually be proper fucked financially if they’re cooking their books like that to seem more profitable than they are.

    • NutWrench@lemmy.world
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      2 days ago

      Also, I doubt a GPU that’s been on blast 24/7 for the last couple of years will be worth much at auction. Might as well bury them in the same landfill as the data center.

      • boonhet@sopuli.xyz
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        2 days ago

        These GPUs are useless outside of data centers anyway. Take the current gen, the B200. No DirectX or Vulkan support or even OpenGL I believe. Power usage about a kilowatt. SXM rather than PCI-E so it’s not like you can run it on a desktop motherboard.

        They’re literally e-waste after a few years. And they’re 40-50k per GPU, but often bought as a full system with 8 GPUs in it, for a couple hundred thousand.