logoalt Hacker News

wrsyesterday at 5:36 PM4 repliesview on HN

Especially considering the millions of 2026-class data center GPUs that massively overinvested companies are currently buying, which will be obsolete in a few years.


Replies

treisyesterday at 5:55 PM

I think those are going to be run until they die. The capex vs opex is too high to obsolete them in a few years. They'll keep serving current gen LLMs for as long as they keep running.

show 2 replies
robwwilliamsyesterday at 8:14 PM

I think you are right when you factor in the much more efficient newer high end GPU. That is what may make the current GPu investments obsolete in 2-4 years.

tensegristyesterday at 9:18 PM

aiui nvidia has buyback agreements covering these to prevent them from being sold off

nok22konyesterday at 6:47 PM

H100 were released in Oct 2022. They are now more expensive than at release time.