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Gartner expects most GPU cloud companies to be merged or shut down by 2030. The GPUs they rent out tell a different story: H100 contract rents rose almost 40%, and a 2020-era A100 renewal runs into 2029.
Read MoreAs we navigate the first quarter of 2026, the IT hardware landscape is grappling with a reality few predicted three years ago—though one we recently forecasted in our deep dive into how memory economics and AI are reshaping the graphics market. Today, that analysis has been further verified: we are witnessing a voluntary retreat from…
Read MoreDoes GPU VRAM Pose a Security Risk? What Enterprises Need to Know Before SellingIn the rapidly evolving landscape of AI infrastructure, the lifecycle management of High-Performance Computing (HPC) assets has moved from the basement to the boardroom. For the modern CTO, decommissioning a cluster of NVIDIA H100s or A100s is no longer a simple logistics…
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