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Try of what [https://www.businessinsider.com/companies-hoarding-unused-ai-compute-cast-ai-report-kubernetes-2026-4](https://www.businessinsider.com/companies-hoarding-unused-ai-compute-cast-ai-report-kubernetes-2026-4) >New cloud usage data show that as companies pour billions into [AI infrastructure](https://www.businessinsider.com/data-center-industry-response-growing-pushback-regulation-2026-4), much of that computing power sits idle. >According to data collected from 23,000 clusters across thousands of companies using Cast AI's AI agent, average GPU utilization across enterprise servers is at 5%, meaning roughly 95% of provisioned GPU capacity is not being used. CPU utilization, the report says, is similarly low, at 8% of total capacity. [https://www.wheresyoured.at/wherere-all-the-ai-chips/](https://www.wheresyoured.at/wherere-all-the-ai-chips/) >Microsoft Is Warehousing An Estimated $50 Billion to $100 Billion In GPUs >estimated **$106.7 billion in short-lived, uninstalled GPUs.** >Microsoft is warehousing anywhere from $50 billion to $100 billion in GPUs, *and has barely gotten $50 billion worth installed in the last four years.*
I hope neoclouds survive and continue the build - we (atleast I) need overbuild of compute infra to be available in the open market Your thesis fails to consider that not all businesses need to survive for 100-years. 5-10 years is plenty for management to extract what they want and leave it to banks to sort out the residual value. I really want the neoclouds survive for atleast 3-5 generations of CPU/GPU/NPU and all other variants. Why this? At this point the tech can deliver AGI/ASI Super-duper-trumpster Intelligence every 2 weeks or so, and by the many who have enough money Tip: Don't invest in neoclouds equity - buy their bonds, you can leverage and get out when you hit your return targets. Obviously, this is a part of a AI sticks/bonds portfolio. Why bonds? the collateral is the AI tech stack including power, water, etc.
There is a huge bet AI will make that not matter. If AI bloats SW where CPU, memory, data, cyber and performance all become unmanageable, it will be a disaster.
CPU? Qqq and spy just dumped