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by kortex 22 days ago
Are the datacenters that are being built not directly analogous? Even if the hardware in them is cooked after 5 years, the buildings, power, cooling, and fiber interconnects are still all valuable.

The models may go out of date but the process and software are continuously improving.

1 comments

Partially, the GPUS represent about two thirds of the datacenter cost. Hopefully the legacy is going to be a large market of second hand and refurbished datacenter gpus that will democratize compute. We are already seeing Nvidia H100s and AMD MI250s hit the secondary market.