A study from the University of Oxford indicates that companies based in the US and China dominate the global AI data center market, controlling over 90%. Concurrently, an analysis of 23,000 cloud clusters revealed that GPUs are utilized at an average rate of only 5%, pointing to significant underutilized capacity within the industry. AI
IMPACT Highlights potential inefficiencies and market concentration in AI infrastructure, suggesting opportunities for optimization and competition.
RANK_REASON The cluster reports on findings from an academic study regarding AI data center control and utilization. [lever_c_demoted from research: ic=1 ai=0.7]
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