CoreWeave's GPU fleet is mostly older boxes, raising questions about depreciation math
ivan_bezdomny · x · 2026-10-14
Discussing the H100 depreciation schedule, ivanbezdomny argues GPU values have held up well beyond accounting depreciation schedules — but points out that CoreWeave's fleet consists mostly of older boxes rather than the highly valued new ones.
He notes it's hard to get a straight answer (even from ChatGPT) about exactly which GPUs CoreWeave owns, implying the asset base may look better on paper than in reality and could face a sudden "Thanksgiving turkey" moment.
Related event: Analysis Questions CoreWeave's Valuation as It Holds Mostly Older GPUs(2 posts)→
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