OpenAI Watch posted an update
Bloomberg Intelligence’s Mandeep Singh argues that booming token growth points to solid demand for AI infrastructure, despite questions over OpenAI’s revenue accounting. It is an analyst’s interpretation, not a new measurement of demand or a resolution of those accounting questions.
Why it mattersThe point is that revenue estimates are not the only signal investors are watching: token growth may tell a different part of the AI infrastructure story.
Discuss: How much weight should token growth carry when revenue figures are under scrutiny?
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