Are current datacenter deployments structured in such a way that the memory can later be moved to newer GPU dies? Or is it all packaged together as on consumer graphics cards?
I assumed the latter and therefore that the memory is depreciating along with the GPU cores it's soldered onto PCBs with.
... or is it a different argument being made, perhaps that depreciation for GPUs has slowed because rising demand will keep them in service longer?
Removing RAM chips off old cards is uneconomical, until it isn't. With things going the way they are, if you've got a card with soldered on RAM that could be transplanted to a newer card, I think you'll start seeing that happening.
The argument is that all GPUs are currently appreciating (!!)
Google is still running 10 year old Tesla T4s at full capacity.
This is way beyond the expected lifetime.