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In-depth analysis, breaking news, and primary research on the GPU secondary market — built for IT managers, ITAD operators, brokers, and the capital markets that finance the infrastructure they work with.
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Deep-dive research on GPU fleet economics, refresh cycles, depreciation curves, and the secondary market dynamics shaping enterprise infrastructure decisions.
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Timely coverage of GPU market developments, OEM announcements, ITAD industry news, and secondary market signals that affect pricing and deal flow.
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Full searchable transcripts of every GPU Pulse podcast episode — expert conversations on ITAD strategy, pricing trends, and secondary market dynamics.
Browse transcripts →Weekly Market Intel Digest: April 16, 2026 – Supply Chain Stabilization and Financing Shifts
The dust is starting to settle on some of the Blackwell production rumors, but as one bottleneck clears, the financial markets appear to be tightening their grip on legacy silicon. Here is the technical breakdown of what matters right now. Blackwell Yields Hit 90%: The Secondary Market Ripple Effect One of the most significant supply...
Read Article →Weekly Market Intel Digest: April 7, 2026 – The Shift to AI-Native Infrastructure
Category: Industry Analysis The first week of April 2026 has solidified a fundamental transition in the digital infrastructure supply chain. We are moving past the "experimental" phase of AI cluster deployment into a regime defined by institutional-grade asset management and rigorous hardware-layer economics. For businesses financing, using, and remarketing GPU-based systems, the primary directive is...
Read Article →The New Compute Supply Chain: What’s Really Driving the World’s Largest AI Data Centers
The AI hardware race is no longer just about who makes the fastest chip. It's about who controls the full stack — silicon, interconnect, cooling, and software — and what happens to that infrastructure when it gets retired.
Read Article →GPU Remarketing Matters: Why “Asset Hugging” is Redefining Used Enterprise GPU Values
As the industry transitions into the Blackwell (B200) production cycle, a peculiar phenomenon has emerged in the secondary hardware market. Traditionally, the arrival of a new semiconductor architecture triggers a rapid liquidation of the preceding generation. However, the anticipated flood of NVIDIA Hopper (H100) and Ampere (A100) units into the remarketing channel hasn't materialized according...
Read Article →Networking Evolution: 1.6T HSIO Adoption Impacts GPU Cluster Longevity
The rapid transition toward 1.6T High-Speed I/O (HSIO) is fundamentally altering the depreciation curves and operational viability of current-generation AI infrastructure. Recent benchmarking indicates that Blackwell B200 clusters limited to legacy 800G networking are experiencing significant throughput bottlenecks during large-scale Mixture of Experts (MoE) training, where high-bandwidth interconnects are critical for minimizing latency in dynamic...
Read Article →GPU Financing: Lenders Increase Collateral Requirements for H100-Backed Loans
Global data center hub reports indicate a significant tightening in AI infrastructure financing, with lenders now requiring 30% more collateral for H100-backed loans compared to Q2 2025. This shift reflects a maturing secondary market where the initial scarcity-driven "liquidity premium" of NVIDIA’s Hopper architecture is being replaced by standard enterprise depreciation models and more conservative...
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