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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

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