CoreWeave, the finance director of cloud provider CoreWeave, downplayed the words during the August performance call: "We recently signed an A100 (Fida chip) contract extending to 2029 at an attractive price.
Just a reminder, this model was launched in 2020. 9 years of life!!
Actually, is the issue of depreciation actually just that if he does more income, there is no problem. If he can't do it well, it's a big problem.
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- PorterLamb·08-20 12:03Depreciation is not just an income issue though. Even if revenue lands, accelerated depreciation plus capex can still squeeze cash flow hardLikeReport
- LanlanCC·08-20 19:11what about if these companies dont concentrate on the short term accounting ?LikeReport
