The introduction of the Vera Rubin platform shifts the calculus for AI infrastructure planning. As the industry moves toward HBM4, understanding hardware refresh cycles becomes a core component of fleet optimization.
While H100 and Blackwell GPUs remain key workhorses, secondary-market demand for current-gen accelerators has reached a unique inflection point. This analysis explores the technical and financial variables influencing hardware transitions as the industry prepares for the Rubin wave.
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