GPU market news curated for ITAD operators and IT professionals.
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…
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…
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…
Intelligence from the TSMC ecosystem indicates that CoWoS (Chip-on-Wafer-on-Substrate) yields for the B300 series have stabilized at approximately 90%, a critical manufacturing milestone that signals an imminent shift in global compute availability. As fabrication efficiencies at the AP6 facility reach these high-water marks, the persistent scarcity premium associated with Blackwell-generation hardware is projected to evaporate…
The secondary market for high-performance compute has evolved from a fragmented collection of resellers into a sophisticated B2B ecosystem. As of April 2026, the transition from Hopper-based architectures to mass-scale Blackwell deployment has created a unique liquidity window for enterprise-grade GPUs. For data center operators and institutional investors, understanding the technical and economic nuances of…
GPU pricing is no longer driven by age alone. Secondary-market value now moves on technical configuration, deployment fit, and current supply conditions rather than a simple depreciation schedule. HBM capacity and generation materially affect resale value. Memory stack configuration remains a primary pricing variable for accelerators used in training and inference environments with high bandwidth…
OpenAI’s $122 billion raise and 10GW Project Stargate buildout establish a new infrastructure standard: AI-native facilities built around liquid cooling, high-voltage power architecture, and 800G+ networking now define the performance and valuation baseline, while hardware refresh cycles compress toward 18 months and force faster repricing of GPUs, racks, optics, and supporting gear across the secondary…
CoreWeave’s $8.5 billion DDTL 4.0 shows that GPUs are now being underwritten as investment-grade infrastructure assets, with a credible recovery floor that matters to lenders such as Blackstone. The core collateral is no longer abstract AI capacity but the physical stack itself: H100 and B200 clusters, plus the 800G and 1.6T networking, optics, and high-speed…
High-performance networking is no longer a rounding error in AI infrastructure valuations: in dense H100, H200, and B200 clusters, the fabric layer, including 800G optics, InfiniBand switching, and SmartNICs/DPUs, now accounts for roughly 20% to 30% of total cluster value, yet many ITAD and decommissioning workflows still push these assets into bulk disposal streams that…
In GPU decommissioning, the primary security risk is no longer limited to SSDs. In H100 and B200-class nodes, sensitive data can persist in High Bandwidth Memory (HBM) and adjacent GPU memory structures after standard software wipes or incomplete reset procedures, while VBIOS and BMC firmware layers introduce an additional persistence and supply-chain integrity risk if…