Token spend is breaking AI budgets at scale

Major tech companies are discovering that generative AI inference costs—particularly token consumption—are exceeding initial financial models, forcing real budget reallocations rather than theoretical cost-benefit discussions. The constraint is operational: which AI features companies can profitably ship now depends on unit economics rather than capability. Product roadmaps built on unlimited API access are colliding with cost reality. Engineering leaders face a choice between aggressive cost optimization, feature cuts, or accepting lower margins on AI-powered products. The economics favor closed-source models and in-house inference infrastructure.