Chapter 12, claim 5, the second fleet reading, utilization

The test. Utilization of the 2023–24 H100 fleets holding at 75 percent or more weakens the claim. Utilization below 60 percent is the named channel opening. Without a series that can separate those fleets by 31 December 2027, the reading is set aside as unscored.

unscored Unscored. No such series exists; the one market measure on the record, the rented share of the capacity Ornn tracks, from a marketplace that both prices compute and rents it, has nothing to separate a 2023–24 fleet from any other.

From The AI Compute Race. Read the book

Falls due

31 December 2027

Read on

A published series that can separate the 2023–24 fleets

Chapter

Chapter 12 — Cross-Examination

The book’s own thesis put on trial: five claims, each scored against the record and given a dated test that could prove it wrong.

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@misc{dryburgh-chapter-12-claim-5-the-second-fleet-read-2026,
  author = {Dryburgh, Lee S.},
  title = {{Chapter 12, claim 5, the second fleet reading, utilization}},
  howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
  year = {2026},
  url = {https://dryburgh.com/vol1/tests/2027-29},
  note = {Accessed 2026-11-01}
}