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1 ARTICLES TAGGED "COMPUTE SHORTAGE"

The Compute Infrastructure Crisis of 2026: Geopolitical War, GPU Waste, and the Rise of 10GW Mega-Clusters

As giants like OpenAI scale massive 'Stargate' infrastructure, the industry faces a dual crisis: physical security threats to data centers in volatile regions and a massive 95% GPU underutilization rate in enterprises driven by 'FOMO' buying.

9 min readRead →