THREE KEY SIGNALS FOR 2026: 🔸

THREE KEY SIGNALS FOR 2026:

🔸 Data center utilization: >70% = healthy; <50% = oversupply. Current: 40–60%

🔸 GPU rental prices: H100 rates down 20–30% in 2025; < $2/hour signals glut

🔸 Pilot-to-production: >15% needed for enterprise demand surge; <10% confirms mismatch

The AI infrastructure race is on—but demand will decide winners and losers.

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