GPUs will last much longer after the crash because there won't be any money available to replace them. You can either keep running the existing GPUs or throw them in the trash. The GPUs will keep running as long as they can generate enough revenue from inference to cover electricity. Tokens will become very cheap but free tokens might go away.
AI datacenters aren't that specialized. You can buy a 1 GW datacenter and put 300 MW of equipment in it and sell 2/3 of the gas generators. You'll have to buy some InRow units.
The AI stack isn't as proprietary as it sounds. GPU rental exists today and it's pretty interoperable. Ironically, Nvidia's moat has made their GPUs a de facto standard that is very well understood and supported by whatever software you want.
GPUs will last much longer after the crash because there won't be any money available to replace them. You can either keep running the existing GPUs or throw them in the trash. The GPUs will keep running as long as they can generate enough revenue from inference to cover electricity. Tokens will become very cheap but free tokens might go away.
AI datacenters aren't that specialized. You can buy a 1 GW datacenter and put 300 MW of equipment in it and sell 2/3 of the gas generators. You'll have to buy some InRow units.
The AI stack isn't as proprietary as it sounds. GPU rental exists today and it's pretty interoperable. Ironically, Nvidia's moat has made their GPUs a de facto standard that is very well understood and supported by whatever software you want.