Tokenomics: The New Divide Between AI Winners And Renters

Salesforce and Adobe introduce consumption-based billing for AI services to reduce per-token costs and protect gross margins. Enterprise AI spending surges as agentic workloads drive up COGS; firms without usage pricing face margin erosion. NVDA MU AVGO see rising demand as infrastructure costs grow. Monitoring software and infrastructure ownership key to profitability in AI-driven models.