Rail and fiber deprecates on multiple decade timescales. AI data centers close to tulips. Even assuming we manage to make data center stretch to 10 years, these assets won't be around long enough to support ecosystem of new companies if the economics stops making sense. Ultimately the only durable thing is any power infra that gets built, vs rail and fiber where inheritance isn't just rail networks or fiber but like 1000s of kilometers of earthwork projects to build out massive physical networks.
Is this a question of the GPU chips dying due to be being warm semiconductors, or of them becoming outdated in relation to new chips?
Data centers last decades. Many or the current AI hosting vendors such as Coreweave have crypto origin. Their data centers were built out in 2010s, early 2020s.
Many of legacy systems still running today are IBM or Solaris servers at 20, 30 year old. No reason to believe GPU won’t still be in use in some capacity (e.g. interference) a decade from now.