July 23, 2026

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

a couple of people that are holding hands
Lukas Kaufmann / Unsplash

Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model-provider APIs, yet the next dollar is aimed at sp...