AI providers like OpenAI, Anthropic, and Google are currently heavily subsidizing enterprise AI subscriptions, offering services at prices far below their actual operational costs. However, as advanced agentic AI usage rapidly increases computational demands, these companies face unsustainable losses and will soon need to raise prices or shift to usage-based billing models, posing significant financial risks for enterprises that have integrated AI deeply into their workflows without tracking real consumption costs.
https://www.thestateofbrand.com/news/ai-subscription-time-bomb