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AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing

… Goldman Sachs' recent AI agent report suggests that the massive efficiency gains coming from next-generation inferencing chips would make AI use so much cheaper that investment can continue unabated, and profit should follow, with AI agents increasing the revenue at AI companies enormously. …

May 27, 2026 · Jon Martindale