Tokenomics - the AMD worldview as models get better, but AI compute gets more complicated
The harsh reality of tokenomics isn’t just something that the unwary end user organization is having to get their fiscal heads around, it’s also an issue that AI vendors are having to deal with as well. As Lisa Su, CEO at AMD, observes:
Every one of us in the enterprise is seeing our AI budgets go up every single month.
That’s changing the AI narrative and agenda, she suggests:
Customers really care about cost per token…A couple of years ago, we were just starting. People were experimenting with chatbots, and it was really cool. But if you look at today, we're really seeing more than 35 quadrillion tokens consumed every single month. That's an increase of nearly 160x in just two years, and that curve is actually just getting steeper.
Just looking at where all that demand is, obviously, training remains incredibly important and foundational. And over the last four...
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