The Great GPU Cascade: Millions of Units Meet the 18-Month Cliff

ernie December 26, 2025

As millions of high-end GPUs cross the 18-month depreciation threshold, a massive supply of “paid-off” compute is hitting the market. This shift will collapse rental prices, making world-class AI infrastructure affordable for startups and SMBs everywhere.

AI Factory: Overview

ernie December 11, 2025

AI factories are emerging as the industrial backbone of the AI era. Demand for high density GPU clusters is surging, but power, cooling, and multi-year equipment lead times have become the real constraints shaping the future of large scale compute.

Building Moats in the AI Infrastructure Industry

ernie September 18, 2025

Talk of an AI bubble is intensifying, fueled by recent high-profile agreements among Oracle, OpenAI, Nvidia, and CoreWeave. These unconventional deals recall the complex IRU swap structures once executed by Qwest and Global Crossing two decades ago.