Insights
Market notes for buyers and sellers of data-centre hardware. Written by GLO Corp. Sources are listed under each note.
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Note 1
2026-09-01Why the secondary market for Blackwell is practically empty
Used B200 hardware is not yet a market. A look at the published price anchors for new and used HGX B200 systems, and at where the few units outside the OEM channel actually come from.
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Note 2
2026-09-01Why AI-server lead times cannot be quoted from the web
No manufacturer or trade publication publishes a lead time for HGX B200 systems. The figures that circulate come from reseller pages and contradict each other. The only usable number is a quotation for a specific configuration on a specific date.
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Note 3
2026-09-01What changed in export control of advanced chips
An intra-EU sale of a 3A090 accelerator needs no EU transfer authorisation, but US rules follow the goods. Since the May 2026 BIS guidance, what is screened is the buyer's ultimate parent, not its address.
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Note 4
2026-09-01Buying from an insolvency estate: what the buyer actually gets
Hardware from an insolvency estate comes with a documented, legally defined origin but usually without the OEM chain of custody or a transferable warranty. What exists, what does not, and what a buyer should ask for.
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Note 5
2026-09-01Warranty on a GPU baseboard: what a second owner cannot rely on
Read against its own definitions, the Supermicro Limited Warranty never covered the NVIDIA HGX baseboard, applies only to the original purchaser, and is void if identification markings are disturbed. What a buyer of a used GPU system should verify, and what to plan for when the warranty does not follow the hardware.
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Note 6
2026-09-01Accelerator life cycle and when to sell
The value of an accelerator fleet is reset by the next generation's launch, not by hours run. What the B200 launch did to H100 prices, what the arrival of Rubin means for B200, and what that means for sellers and for buyers of n-1 hardware.
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