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Comment by miningape

Not a finance guy, so fully prepared to be wrong here. But my interpretation is that an increase in price corresponds to a shorter lifespan. i.e. less time to make money so we need to charge more to get the same return over less time

It could also be a supply/demand issue, generally price increases are caused by either 1. demand increasing, or 2. supply decreasing.

In this case we can interpret a shorter lifespan as decreased supply, but it can also be because the demand for GPU compute has gone up. I think in this case we're seeing a bit of both, but it's hard to tell without more data.

We could also consider the supply / demand elasticity changing, f.x since demand has become more price inelastic it could result in a higher price.

parent miningape 10 months ago

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