$CoreWeave, Inc.(CRWV)$ Residual Life Monitored closely: Bears argue that rapid GPU innovation makes old chips useless before the contract ends. However, CoreWeave’s take-or-pay structure means the initial customer fully pays off the hardware's capital expenditures before any obsolescence occurs.The Secondary Lifecycle: Once a take-or-pay contract matures, the fully depreciated GPUs enter a secondary market phase. CoreWeave actively transitions these older SKUs (like the A100 clusters, which have contracts extended out to 2029) into managed inference workloads or shorter-duration flexible agreements
$CoreWeave, Inc.(CRWV)$ nuff said...and we are talking about take or pay contracts. Folks to take a moment to understand that depreciation period of 5-6 years is almost a guesstimate and it has been proven that older models past guesstimated shelf life are continuing to generate great margins and revenue. operating margins are only but to improve with demand for computing far outstripping supply. The management selling of shares are all pre-scheduled and will play out as per scheduled regardless of price or any events tagged to the company.