# token pricing
Latest news and articles about token pricing
Total: 2 articles found
Token Pricing Rewrites B2B SaaS: AI Consumption Lifts Compute Suppliers and Index Funds
As AI migrates from models to enterprise applications, B2B software is shifting from seat licences to metered token billing, creating a new recurring‑revenue dynamic. That transition benefits compute and infrastructure suppliers, a trend reflected in the Tianhong CSI Artificial Intelligence Theme Index Fund, which is heavily weighted to semiconductors and communications equipment. The opportunity is substantial but carries execution, concentration and policy risks.
China’s Cloud Firms Brace for an AI-Driven Price Shock as Competition Moves Up the Stack
China’s major cloud providers are integrating open‑source AI assistants like OpenClaw while confronting rising upstream costs and surging enterprise demand. Expect selective price increases for AI GPU services, a tighter focus on packaged AI applications, and competition shifting from raw compute to full‑stack offerings.