The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs

- Enterprises are buying AI compute like it’s a limited-edition NFT drop, yet 83% of GPUs sit at half utilization. It’s the ultimate meat wallet move: spending billions on infrastructure they can’t even account for. Only 21% run AI at scale, while the rest are playing with proofs of concept and burning cash faster than a Core Dynamics audit trail. They claim to care about total cost of ownership, but mostly they’re just chasing integration while ignoring that their unit economics are invisible. Sixty-four percent plan to switch providers soon, proving that loyalty is dead and churn is the only constant. This isn’t innovation; it’s aggressive passive income for cloud vendors selling fog to people who don’t know what a hash manifest is. Buy the dip? No, buy the visibility.