FOMO is why enterprises pay for GPUs they don't use — and why prices keep climbing
Enterprises can't fix their GPU waste problem because the fix makes the problem worse. Releasing idle capacity would improve utilization, but the same shortage driving GPU prices up is exactly why no team will give capacity back. So the fleet sits at roughly 5%, billed by the hour, and the cycle tightens.That pressure — repeated across thousands of enterprises over the past two years — is the reason most companies are now running their GPU fleets at roughly 5% utilization, according to Cast AI's 2026 State of Kubernetes Optimization Report, which measured actual production clusters rather than surveying them. It's also the reason nobody releases the idle capacity. Cast AI co-founder and President Laurent Gil has been tracking the dynamic for two years. “Many of the neo [...]
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Agent context layers: Enterprises governing their AI data are catching twice as many bad answers as the ones who aren't
Across 101 enterprises, the context feeding AI agents is failing often and repeatedly. Sixty-eight percent have traced a confident but wrong agent answer to missing or inconsistent business context in [...]
Infrastructure and compute: Enterprises are buying AI compute for speed while flying blind on what it costs
Across 170 enterprises, AI infrastructure has moved decisively into production — two-thirds now run AI workloads live and three in 10 run them at scale — while the ability to account for what that [...]
Agentic security: Enterprises enforce agent permissions two-thirds of the time — and isolate high-risk agents less than one in five
Across 116 enterprises, agents are in production and so are the incidents: A majority have already had a confirmed agent security event or a near-miss. Two-thirds of enterprises enforce scoped permiss [...]
The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs
Across 107 enterprises, AI infrastructure spending is accelerating well ahead of the ability to see or steer its economics. Most organizations run their AI on a familiar base of hyperscalers and model [...]
Agentic orchestration: Enterprise AI organizations know how to govern agents but still can't meter what they cost
Across 107 enterprises, agentic orchestration is not a choice of a single platform.The typical enterprise runs three orchestration platforms at once, and selects them for flexibility across models rat [...]
Four of five enterprises that secured AI agent identities still can't contain one that goes rogue
Visa's president of technology, Rajat Taneja, walked the VB Transform 2026 audience through aiming Anthropic's Mythos at Visa's own payment network. The model stitched minor weaknesses [...]
Agentic reliability and evaluations : Enterprises that got burned by a bad eval are the most likely to remove humans from the loop, not the least
Across 108 enterprises, trust in automated agent evaluation rose sharply in July — and the failure rate it is supposed to predict did not move at all. The share of organizations that fully trust aut [...]
The agent security gap: 54% of enterprises have already had an AI agent incident, and most still let agents share credentials
Across 107 enterprises, AI agents are being given real access to systems and data while the controls meant to contain them lag behind. More than half have already had a confirmed agent security incide [...]