BARKR RESEARCH SERIES
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Data-driven outlooks on hard-asset markets — pricing, liquidity and long-term value across the asset classes lenders care about.
The Resale Standard: Forward-Looking GPU Valuations
Chip value and compute value can move apart: a falling rental price can weaken a borrower's cash flow while the hardware itself still commands a resilient price. We publish forward valuation curves for the H100 and GB300 NVL72, and show why useful life follows workload compatibility rather than chip generation.
PDF · 16 pages · Sep 29, 2026
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Sep 29, 2026 · PDF
The Resale Standard: Forward-Looking GPU Valuations
Chip value and compute value can move apart: a falling rental price can weaken a borrower's cash flow while the hardware itself still commands a resilient price. We publish forward valuation curves for the H100 and GB300 NVL72, and show why useful life follows workload compatibility rather than chip generation.
Aug 20, 2026 · PDF
Why is NVIDIA so confident in long-term GPU values?
NVIDIA is backing AI infrastructure financing and, in selected deals, supporting part of the residual value gap. We examine why live GPU systems hold their value, and who can price that risk independently enough for markets to trust the answer.
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