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

View original at venturebeat.com
VentureBeat AI - Enterprise Ai Title: The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs Date: 2026-07-16 19:16 Source: https://venturebeat.com/ai/the-ai-compute-gap-enterprises-are-buying-infrastructure-faster-than-they-can-measure-what-it-costs <p>Across 107 enterpris…
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  • 64% of enterprises plan to switch or add an infrastructure provider within twelve months, and 38% within the next quarter alone.

    60% confidence
  • Enterprises choose AI infrastructure providers primarily on integration with the existing stack (41%) and total cost of ownership (35%); cost per million tokens is the deciding factor for just 8%.

    60% confidence
  • In VentureBeat's prior April-May 2026 survey wave, the most-cited planned infrastructure strategy change was moving workloads to specialized AI clouds, at 33%; usage of CoreWeave (3%), Lambda (4%) and Crusoe (2%) was equally marginal at that time.

    60% confidence
  • The providers drawing the most switching consideration are Microsoft Azure and Google Cloud (33% each), OpenAI (30%), and Gemini (22%), suggesting near-term movement is mostly incumbents trading share rather than defections to new entrants.

    60% confidence
  • Only about one in five enterprises (21%) run AI in production at scale; 76% are still experimenting or running only some workloads in production.

    60% confidence
  • The single largest planned AI infrastructure evaluation area over the next 12 months is AI-specialized clouds, at 45%, a category almost none of these enterprises use today.

    60% confidence
  • Fewer than half of enterprises (44%) rigorously track the cost and return of their AI compute; 39% track only partially, 20% cannot quantify it yet, and 6% have not prioritized it.

    60% confidence
  • 83% of enterprises that operate GPUs report utilization of 50% or less; 49% run at 25% or below.

    60% confidence
  • Overall satisfaction with current AI infrastructure averages 4.0 on a five-point scale, with ease of implementation at 3.8 and value for money at 3.9.

    60% confidence
  • Only 12% of enterprises clear the 50% GPU utilization mark, and a further 8% do not measure utilization at all.

    60% confidence
  • Roughly one in five enterprises (18%) either do not recognize the shift from GPU compute to memory bandwidth as a constraint or have not begun to address it.

    60% confidence
  • Specialized AI clouds carry the highest net expansion momentum among infrastructure approaches (+24), narrowly ahead of hyperscalers (+22).

    60% confidence

Data points we hold from this source

OpenAI · switching consideration share30 percent
Dell Technologies · market share31 percent
What we know · the intelligence behind this page
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What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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