Tag: AI Economics
Ramp’s card data says the AI spending boom has plateaued
Companies are running more tokens than ever while paying almost nothing extra for them, and that is bad…
Anthropic’s compute bill now eats a bigger share of every dollar
An amended filing shows compute absorbing 58 percent of revenue in the September quarter, up from 48 percent…
AMD’s MI355X undercuts Nvidia on one model at the cost of users
SemiAnalysis priced the two accelerators against Moonshot's Kimi K3 and found AMD ahead per token at every interactivity…
Apollo economist finds no profit lift outside the big tech names
Torsten Slok says revenue per worker and margins have stalled across the 493 companies that are not tech…
OpenAI tells investors its annualized revenue is near $50B
OpenAI has revised its annualized revenue down by roughly $20B from figures circulated to investors, according to a…
OpenAI buys back $7B of employee stock at $852B value
The lab repurchased $7B in staff shares, matching its March valuation of $852B.
Wall Street’s biggest funds sign on to Nvidia compute financing
Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR signed MOUs for compute financing.
Leading economists sign urgent call to address AI-related economic disruption
More than 200 prominent economists, including 16 Nobel laureates, signed a statement urging policymakers to act on AI…
GitHub Copilot’s Free Ride Is Over: Usage Based Pricing Hits Developer Wallets
GitHub’s shift to usage based billing for Copilot exposes the unsustainable economics of subsidizing agentic AI coding assistants,…