Oracle GPU renewal price hike challenges Michael Burry's depreciation thesis

Investor Serenity noted on X that Oracle (ORCL) reported a 20% price increase for renewed GPU computing power, with most equipment being over four years old. This development reportedly refutes Michael Burry's thesis regarding rapid GPU depreciation and is seen as positive for Nebius (NBIS), IREN (IREN), NVIDIA (NVDA), and the cloud computing sector.