Enterprise AI spending cuts are driving token prices down, squeezing model provider margins and reshaping profitability across the generative AI stack.
Semiconductor stocks slide as Wall Street questions AI capex growth, erasing $1.3 trillion and putting Intel, Micron and AMD under pressure amid rising rate fears.
Enterprises slash token spending as OpenAI and Anthropic face margin pressure, falling token prices and rising risks across the AI supply chain.
Anthropic’s valuation surge and rapid AI coding growth fuel IPO speculation as investors assess whether the company can sustain its momentum in enterprise AI.