Even 4-year-old GPUs are repricing up: 20% renewal premium, contracts up 125%
tengyanAI · x · 2026-09-16
Even four-year-old GPU capacity is repricing upward.
- Oracle disclosed on its latest earnings call that capacity up for renewal in Q1 was renewed or resold at a 20% premium — and most of those GPUs are four-plus years old.
- Compute provider IREN reported two weeks earlier that 3-year contract pricing is up about 125% since November, with recent deals above $20M per MW.
Takeaway: new supply is arriving, but pricing power is surviving it.
Related event: Oracle Renews Four-Year-Old GPUs at 20% Premium(2 posts)→
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