AI hardware refresh interval compressing from a 5-7 yr norm — the engine of recurring embodied carbon
18-36 moobserved
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| Scope | hardware refresh interval |
| As of | 2026 |
| Source | Goldman/CNBC · Introduction and 2026 risk snapshot: AI infrastructure compresses refresh cycles from five-to-seven years to 18–36 months |
| Review | checking…review by 2026-07-31 · standard cadence |
| Recorded changes | last 2026-07-10 · 2 revisions tracked |
| Claim id | ai-hardware-refresh-interval-compressing-from-a |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.