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

Enterprise AI infrastructure spending is accelerating faster than organizations can measure its costs, creating a 'compute gap' where GPU utilization remains below 50% in most cases and fewer than half track their compute economics. Most enterprises plan to switch or add providers within a year, prioritizing integration and total cost of ownership over token price. The report highlights a mismatch between aggressive investment in specialized compute and limited visibility into current usage and costs.