SemiAnalysis· @SemiAnalysis_ · X·· 1 天前AI 评分59
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SemiAnalysis 宣布由 @dnishball 与 @JordanNanos 启动新的 Compute Capital Markets（算力资本市场）栏目。首期讨论 H100 租赁价格在折旧下行期反而上涨，而折旧曲线正是放贷方承压的依据；文章预计到2029年将有7万亿美元相关债务到来，并讨论 Nvidia 的兜底安排、ClusterMAX 作为信贷信号以及每个 token 是否盈利等话题。
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"It's like a zombie apocalypse, but you don't know how many waves of zombies are coming."
H100 rental prices went up, on a GPU that should be sliding down its depreciation curve. That curve is what lenders underwrite, and there's $7 trillion of debt coming by 2029. @dnishball kicks off our new Compute Capital Markets group with @JordanNanos. Nvidia's backstops, ClusterMAX as a credit signal, whether each token is profitable and more.
来源：SemiAnalysis · x.com