Under 10% of Enterprises Scale AI; Compute Shortage to Persist
BenBajarin · x · 2026-08-11
During a recent investment seminar, analysts shared key insights on enterprise AI adoption:
- Low Adoption: Less than 10% of enterprises have adopted AI at any real scale.
- Compute Constrained: We are compute constrained for the foreseeable future.
- Massive CAPEX: The CAPEX buildout for infrastructure is likely to be bigger and longer than most anticipate.
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