2. Structural Inhibitors: The AI Readiness Gap

Even with sufficient compute, AI adoption is constrained by four structural friction pillars that will persist through at least 2028:

1. Skills Gap – The majority of the workforce lacks the ability to design, supervise, and trust agentic systems.

2. Governance and Security – Without auditable controls, enterprises restrict AI to experimentation rather than production.

3. Organizational Inertia – Linear, hierarchical decision-making structures (conceived and implemented in a pre-GenAI era) are incompatible with AI-speed workflows.

4. Sovereign and Regulatory Fragmentation – Data residency, export controls, and AI regulation force inefficient, localized deployments.

These frictions suppress GPU utilization not because demand is absent, but because enterprises cannot yet absorb AI at scale.