📉 LLM Token Expenditure Drops by 20%

The Silicon Data LLM Token Expenditure Index has decreased by nearly 20% relative to its peak in May 2026. Previously, this indicator had shown twofold growth since its launch in December.

🌍 The falling cost of tokens indicates intensifying competition and the potential commoditization of AI models, which could reduce the profitability of companies investing in infrastructure.

👤 This is a signal that the cost of operating AI services may continue to decline, but simultaneously, the market is beginning to doubt the long-term profitability of the current AI technology boom.

Source 1: https://www.bloomberg.com/news/articles/2026-07-03/the-ai-trade-is-losing-one-of-its-key-signals-taking-stock