AI’s GPU Refresh Cycle Is Becoming a Stranded-Capital Problem

Operators that don't plan GPU disposition at procurement risk stranding billions in idle, depreciating AI hardware capital.

• Stranded capital risk: Linda Li warns that without C-level lifecycle planning, GPU assets become "stranded capital" sitting idle as decisions bounce between IT, procurement, finance, legal and compliance teams.
• Four disposition factors: End-of-life decisions weigh remaining operational capability, component-level economics (harvesting GPUs/memory/networking gear), data security/compliance, and critical-material recovery (e.g., bismuth, 99% supplied by one country).

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