Wall Street is debating the AI buildout. Enterprises just answered: 86% say their GPUs run at half capacity or less
THE SO WHAT
GPU underutilization at 50% or worse means the constraint isn’t hardware anymore — it’s orchestration, workload design, and governance. If your board is asking for more GPUs, first instrument current clusters and kill stranded capacity before you add another dollar of capex or long-term commitments.
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