"Unfortunately, it’s difficult to make a crisp comparison, but the proxies that we have suggest that demand is growing much faster. For instance, both the quant
Demand for AI tokens is experiencing exponential growth, with some providers seeing a tenfold increase annually. This surge is evidenced by the high token usage of major tech companies like Meta and Apple, where engineers are allocated substantial daily token budgets. If all software engineers globally were to use AI at similar intensity, the aggregate demand could reach trillions of tokens per day. AI
IMPACT Confirms rapid growth in AI compute demand, potentially influencing infrastructure investment and model development priorities.