The Enterprise AI Payoff: From Tokenmaxxing to Value per Token
The Enterprise AI Payoff: From Tokenmaxxing to Value per Token
The AI infrastructure build-out only matters if enterprises can turn compute into durable economic value. In Episode 8, Tim Hardwick moves from the supply-side story of GPUs, data centres and power to the harder demand-side question: is enterprise AI spending actually paying off.
The episode opens by drawing a sharp line between activity and value, tokens generated, users provisioned and hours saved don't count until they reach the P&L. Strong hyperscaler results from Microsoft, Alphabet and Amazon confirm enterprise demand for AI…
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