Oracle: renewed GPUs fetched 20% premium in Q1, most 4+ years old
Beth_Kindig · x · 2026-09-18
Oracle disclosed that all GPU capacity up for renewal in Q1 was renewed or resold at a 20% premium to prior contracts — and the majority of those GPUs are 4 years or older.
This directly counters the narrative that older GPUs depreciate or that compute is oversupplied: even 4-year-old cards command higher prices, a strong demand signal for the AI compute market ($ORCL, $NVDA, $AMD).
Related event: Oracle Renews Four-Year-Old GPUs at 20% Premium(2 posts)→
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