Tokenomics – why enterprises shouldn’t sacrifice long-term goals for short-term AI fixes

August research from Gartner forecast that inference-driven AI infrastructure spending will grow by 55% this year, with AI-optimized IaaS spending set to increase by nearly 57% in 2027.The firm pitches:

The rise of agentic AI amplifies compute intensity through multistep, autonomous execution, making inference the dominant consumption model and positioning AI-optimized IaaS as a critical enabler of enterprise AI strategies.

Which is just an analyst-y way of saying that enterprises are betting big on agents.

Meanwhile, they are also burning through their token budgets in a quarter, rather than a year, with much of that LLM (Large Language Model) inference work being completely unnecessary - see diginomica, passim.

As is now accepted, a core problem is that, carried along by the wave of hype and FOMO, organizations are trying to rebuild their processes around a technology, AI, that few presently have the skills to govern effectively, rather than adding...

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