The AI Token Shortage Begins

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Издатель
Recap of May's major AI shift from subsidized seat pricing to a token-based economy driven by agentic usage and runaway API consumption. Coverage of business-model pivots to usage-based billing, enterprise deployment and consulting plays, and market responses including cheaper specialized models. Analysis of compute and infrastructure competition highlighted by SpaceX/Colossus partnerships, corporate AI sticker shock, and emerging policy debates over token taxes and data-center moratoriums.

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