The conversation around GPU lifecycles seems to be conflating the various shear rates within the data center. My layman understanding is that the old 3 year replacement cycle had more to do with some component, not necessarily the memory or the processor, going wrong for half of their units by 3 years, at which point GPUs were cheap enough and advancing faster enough that it was more cost effective to upgrade than to fix. However, that calculus changes completely when the GPU and the HBM are orders of magnitude more expensive than the rest of the system. I suspect that we will see repairs being done on on the various brittle bits of the system and the actual core expensive components will continue to operate much longer than 3 years.