GPUNodeAI प्राइस

On September 13, Serenity published a statement indicating that the GPU renewal data disclosed in Oracle's (ORCL) financial report sends a relatively positive signal to computing infrastructure companies such as NBIS and IREN. Oracle stated that all GPUs entering the renewal phase have been resold, with transaction prices 20% higher than the original contracts, and most of these devices have been in use for over four years. Serenity believes that this data serves as a counterexample to Burry's assertion of 'rapid GPU depreciation' and is favorable for NVIDIA (NVDA) and Neocloud.

On September 13, Serenity stated that the GPU renewal data disclosed in Oracle's (ORCL) financial report sends a positive signal to computing infrastructure companies like NBIS and IREN. Oracle indicated that all GPUs entering the renewal phase have been resold, with transaction prices 20% higher than the original contracts, and most of these devices have been in use for over four years. Serenity believes this data contradicts Burry's assertion of 'rapid GPU depreciation' and is favorable for Nvidia (NVDA) and Neocloud.

On September 9, Suiyuan Technology, known as one of China's 'Domestic GPU Four Dragons,' announced that its shares will be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on September 11, 2026. As of the announcement date, the company has not yet turned a profit and will be included in the Sci-Tech Growth tier from the date of listing. After this issuance, the total share capital will be 430 million shares, with 17.9003 million shares available for unrestricted trading at the initial listing, accounting for 4.1595% of the total share capital post-issuance.