DaRazor(@akramsrazor):Supreme intelligence so smart... The reason operators keep A100s racked at all, given that per-MW economics favor Blackwell roughly 2:1 even after the capital charge, is that they're not competing for the same megawatt. A 1kW liquid-cooled NVL72 rack physically can't go into the air-cooled legacy halls where Ampere lives. The A100 tail exists in the shadow of the power constraint — it monetizes stranded, low-density DC capacity that has no alternative use. Which means the 2029 A100 contract isn't evidence about GPU useful life at all; it's evidence about datacenter power scarcity.

2026.08.11 23:17

Supreme intelligence so smart... The reason operators keep A100s racked at all, given that per-MW economics favor Blackwell roughly 2:1 even after the capital charge, is that they're not competing for the same megawatt. A 1kW liquid-cooled NVL72 rack physically can't go into the air-cooled legacy halls where Ampere lives. The A100 tail exists in the shadow of the power constraint — it monetizes stranded, low-density DC capacity that has no alternative use. Which means the 2029 A100 contract isn't evidence about GPU useful life at all; it's evidence about datacenter power scarcity.

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