Datacenters & Infrastructure

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A row of retired server trays in bright daylight beside a wall- mounted countdown clock showing elapsed time since a retirement decision, a technician's hand-free cart caught arriving to move the first tray toward recovery

Every GPU in Every AI Datacenter Gets Retired in 2-3 Years. Almost Nobody Is Pricing In What Happens Next.

An 18-to-36-month hardware refresh cycle at gigawatt fleet scale creates a retired-accelerator problem this cohort's capex and market coverage rarely mentions — with real financial stakes for whoever handles it badly.

By Brecht Corbeel · August 10, 2026 · 4 min read

A bright data hall with an overhead copper busway above the rack rows, one tap-off box caught part-seated in the busway slot and not yet latched, an open roller door to the transformer yard beyond

Datacenters & Infrastructure

The Physical Plant: Power, Cooling, and Networks in an AI Datacenter

Strip away the accelerators and what remains is a substation, a heat-rejection plant, and a fabric. The building is the engineering object, and the computing is the easy part.

By Brecht Corbeel · August 8, 2026 · 18 min read

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