GPU Fragmentation Is Killing AI Economics
By 2026, the GPU shortage isn’t a supply-chain hiccup anymore. It’s baked into the system. Even after pouring billions into CapEx, most enterprises still want 40% more GPU capacity than they actually have. And it’s not because they’re chasing moonshots. Technology companies are training foundation models while serving inference for millions of users on the same clusters. AI labs are juggling fine-tuning, evaluation, and real-time experimentation side by side.