>What will be the advantage of having a bunch of obsolete hardware? All I see is more e-waste.

The energy build out, data centers are not wasted. You can swap out A100 GPUs for BH200 GPUs in the same datacenter. A100s will be 5 years old when Blackwell is out - which is just about right for how long datacenter chips are expected to last.

I do, however, think that the industry will move to newer hardware faster to try to squeeze as much efficiency as possible due to the energy bottleneck. Therefore, I expect TSMC's N2 nodes to have huge demand. In fact, TSMC themselves have said designs for N2 far outnumber N3 at the same stage of the node. This is most likely due to AI companies that want to increase efficiency due to the lack of electricity.