GPU Prices -25 %, IRR Still Sub-10 %—AI CapEx Bubble One ARPU Tick From Implosion
Sticker Shock in the Server Aisle Nvidia’s H100 list price has fallen 25 % since March, yet the internal-rate-of-return models…
Sticker Shock in the Server Aisle Nvidia’s H100 list price has fallen 25 % since March, yet the internal-rate-of-return models…