95% of enterprise GPU capacity is sitting idle right now.


That number comes from Cast AI measuring 23,000 real production clusters, not a generic survey.
Average utilization was 5% and it's happening at the exact moment Nvidia raised H200 prices 15%, the first increase in 20 years. The hardware everyone says is scarce is mostly doing nothing.
If you're trying to figure out why compute feels impossible to get, this is why. Nobody returns an allocation they waited months for. So the fleet sits at 5%, billed by the hour, and the scarcity feeds on itself. That seems like a coordination failure, not a supply one.
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