The difference is the hardware will become obsolete in a few years, unlike the dark fibre (really, rights of way) that provided cheap connectivity for years after the crash.
Are we talkinga bout loosing 50% of the hardware as it fails? Or far less?
I am curious on actual hardware failure rates due to heat etc.
https://news.ycombinator.com/item?id=48762428
So 10% failure rate per gpu year. Some might be repairable and there might be a failure rate acceleration as time passes etc. So very approximate numbers.