Re:DeepSeek v4
by m00x on Friday April 24, 2026 @02:08AM
(#47886217)
They are profitable to opex costs, but not capex costs with the current depreciation schedules, though those are now edging higher than expected.
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Amazingly, the current depreciation overestimates the retained value of GPUs.
In 2023, the depreciation schedule for H100s was 2 years, but they are still oversubscribed and generating signficant income.
Coreweve has upped their depreciation for GPUs to 6 years(!) now, which seems more realistic.
https://www.silicondata.com/blog/h100-rental-price-over-time