Yahoo Finance Analysis: NVIDIA's older GPUs still command rental prices, but this does not guarantee attractive returns for CoreWeave
Yahoo Finance analysis indicates that NVIDIA's older A100 SXM4 GPUs were benchmarked at $1.05 per GPU-hour as of September 7, while H100 SXM was $3.17. While this supports the durability argument for NVIDIA's hardware, it does not automatically translate into profitable returns for computing infrastructure provider CoreWeave. CoreWeave reported Q2 revenue of $2.575 billion and adjusted EBITDA of $1.510 billion, but also a net loss of $626 million and net interest expense of $640 million, highlighting that rental income must cover significant associated costs.
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