Investment Proposal
Generated July 26, 2026
All figures derive from an illustrative fleet + the real GPU catalog + illustrative pricing. Connect an inventory to see live numbers. Catalog →
1,048
9 clusters · 3 regions
65%
30-day weighted
35%
reclaimable
$1.67M
cloud-equivalent
$20.06M
run rate
18%
prior-gen / legacy
| Cluster | GPU | Count | Util | Est./mo |
|---|---|---|---|---|
| prod-train-us | NVIDIA | 256 | 82% | $710K |
| prod-train-eu | NVIDIA | 128 | 77% | $355K |
| prod-train-us2 | AMD | 64 | 68% | $164K |
| prod-inf-us | NVIDIA | 192 | 64% | $154K |
| rag-us | NVIDIA | 64 | 71% | $84K |
| prod-inf-eu | NVIDIA | 96 | 58% | $77K |
| legacy-us | NVIDIA | 80 | 37% | $76K |
| vision-us | NVIDIA | 120 | 54% | $31K |
| dev-us | NVIDIA | 48 | 23% | $21K |
| Total (cloud-equivalent) | $1.67M/mo | |||
At the assumed growth rate, the estate reaches ~1,415 GPUs in a year (+367). Start procurement ahead of lead times.
18% of the estate is prior-gen or legacy — the refresh planning horizon.
- Now
Reclaim idle capacity
Consolidate or downsize legacy-us, dev-us; apply partitioning/chargeback to lift utilization.
- Next
Fund a hardware refresh
Migrate the 18% prior-gen/legacy share to current parts for better perf/W and support.
- Later
Diversify supply
Qualify a second GPU vendor to reduce concentration and improve negotiating leverage.
- medium
Underutilized capacity
legacy-us, dev-us run below 40% — ~$64K/mo of reclaimable spend.
- high
Aging hardware
18% of the estate is prior-gen or legacy — plan a refresh to avoid support and efficiency gaps.
- medium
Vendor concentration
94% of GPUs are single-vendor — a supply or pricing shock has no cushion.
Figures are illustrative — derived from a sample fleet, the GPU catalog, and illustrative pricing.