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Donut chart showing enterprise GPU utilization at 5% versus 95% idle capacity, with the utilized slice at 5% and the idle slice at 95%, illustrating the GPU utilization crisis in AI infrastructure.

Enterprise GPU utilization at 5% is the new AI wall

Enterprise GPU utilization sits at roughly 5%, six times worse than a no-effort baseline. GPU utilization is now the binding constraint for AI infrastructure.

Lars Cornelissen · Jul 31, 2026