Rapid hardware depreciation turns proprietary data centers into a toxic liability for consumer platforms.
Because the competitive shelf-life of AI GPUs is compressed to just a few years, leading consumer companies must outsource cloud workloads to avoid the capital drag and construction delays of building their own physical footprint.
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The rapid and immediate transition of the frontier compute standard to Vera Rubin before Blackwell has even finished scaling shows how quickly hardware depreciates and faces obsolescence.
Apple is outsourcing its heavy cloud-bound consumer queries to a competitor's infrastructure to sidestep the massive capital expenditures and rapid obsolescence associated with building its own data centers.