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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: May 4, 2026 – Gigawatt Campuses, Grid Deadlocks, and Agentic Silicon
The primary constraint in the global AI hardware supercycle has undergone a fundamental shift. While 2024 and 2025 were defined by "GPU scarcity": a period where lead times for NVIDIA H100 and H200 silicon dictated project timelines: the market has now entered the era of "Infrastructure Scarcity." Capital is no longer the bottleneck; the availability...
Read Article →The GPU Backstory: How a Bedroom in Toronto Created the Modern Era of AI Compute
By Pete Paisley The most consequential hands-on AI engineering work of the modern era was done by a PhD student who hadn’t yet finished his doctorate, in his parents’ bedroom in the Toronto area, on two NVIDIA GTX 580s. Here, three fundamental elements of modern AI converged for the first time, and AlexNet created the...
Read Article →H100 Vs Blackwell: Why Your Secondary Market Strategy Needs to Pivot Now
As of April 25, 2026, the AI infrastructure landscape has moved past the initial scarcity phase into a complex, multi-generational hardware cycle. While the industry’s focus remains fixed on the ramp-up of the Blackwell architecture, specifically the B200, a significant shift is occurring in the secondary market for the Hopper (H100/H200) generation. For asset managers...
Read Article →Why Everyone Is Talking About GPU Remarketing (And You Should Too)
The global AI infrastructure landscape is currently defined by a massive surge in capital expenditure, with hyperscalers and Tier-2 cloud providers investing hundreds of billions into silicon and high-speed interconnects. As NVIDIA transitions from the Hopper (H100/H200) architecture to the Blackwell (B200/GB200) generation, the conversation among data center operators and finance teams has shifted. The...
Read Article →Crusoe Energy to Build 900 MW AI Campus for Microsoft
Crusoe Energy has announced a massive expansion of its Abilene, Texas, AI campus, planning a 900 MW facility dedicated to Microsoft’s large-scale training and inference workloads. The project, which contributes to a total site capacity of 2.1 GW, leverages Crusoe’s expertise in optimizing stranded energy and highlights the increasing trend of hyperscalers partnering with specialized...
Read Article →Grid Interconnection Backlogs Stalling US Data Center Pipelines
Despite record demand and a vacancy rate of just 1.4%, new data center pipeline additions in the U.S. fell by 50% in the final quarter of 2025, underscoring a critical supply-chain ceiling in the AI hardware supercycle. The primary bottleneck is no longer capital or land, but grid interconnection capacity; in critical hubs like Northern...
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