Gartner warns that more than 80% of neocloud providers could shut down or be acquired by 2030, raising questions about the economics of AI infrastructure. Yet demand for older GPUs remains strong: one-year H100 rental rates rose nearly 40% between October 2025 and March 2026, while an A100 launched in 2020 is still booked for use into 2029. Provider profitability and GPU resale value are two different questions.
https://www.buysellram.com/blog/gartner-neocloud-warning-used-data-center-gpu-value/