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

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 specialized compute almost none of them use today; a majority intend to switch or add providers within the year, many within a quarter.